Add, Edit, Delete Notes

Notes is a flexible area of the system to input additional information that you want to track on tools. Notes commonly include calibrations, schedule maintenance, repair and damage information. This article covers how to Add, Edit, and Delete Notes.

 

In this article:

Adding Notes

     Add from Item Record

     Add from Notes Section

Editing Notes

     Edit from Item Record

     Edit from Notes Section

Deleting Notes

     Delete from Item Record

     Delete from Notes Section

Using Note Types for Maintenance, Calibration, and Repair Tracking

Adding Notes

Add from Item Record

To add a Note, simply open the Item Record of the Item you wish to add the Note to. 

• On Web, click on the “+Note” button in Action bar at the top of the window.
• On Mobile, tap “Add Note” button on the Item Record

• First, Select Note Type. These types can be managed on the Portal under Settings. 

• Next, fill out optional fields as needed to add information to your Note:
  • • Note text
    • Due Date (will send a notification on this date)
    • Odometer 

• Hours

• Mark Note as Completed if desired. Optionally, you can:
  • • Type Completed By
    • Select Completed Date
    • Type Completed Cost

• Attach files and photos to any Note

Click SAVE (or ADD on mobile) to save and add your Note. 

Add from Notes Section

On the Web Portal, you can also add a Note to any Item directly from the Notes Feature in the side menu. 

Click on Notes.

• Click + Add Note button

• Select Note Type
• Select Item

 

Fill out desired Note fields as defined above. 

Editing Notes

Edit from Item Record

To edit a Note, simply open the Item Record of the Item containing the Note.

1. Click on the Notes tab to view all Notes for the Item
2. Click on the Note you wish to edit. On mobile, tap Edit on the Note record.
   
   
   
   
   
3. Make any changes, then click SAVE or UPDATE on mobile.
   
   

Edit from Notes Section

On the Web Portal, you can also edit a Note to any Item directly from the Notes Feature in the side menu. 

1. Click on Notes.
2. Search for the Note you wish to edit.
3. Click the pencil icon to edit the Note.
   
   
   
   
   
   
4. Make any changes, then click SAVE
   
   

Deleting Notes

Admins have the ability to delete Notes. 

Delete from Item Record

Simply open Item then the Note record you wish to delete. 

On Web Portal, click Delete Note button in the Action menu. On mobile, tap Edit, then tap Delete Note at bottom of Note. 

Delete from Notes Section

On the Web Portal, you can also delete a Note to any Item directly from the Notes Feature in the side menu. 

1. Click on Notes.
2. Search for the Note you wish to delete.
3. Click the trash can icon to delete the Note.
   
   

 

Using Note Types for Maintenance, Calibration, and Repair Tracking