Product Support

Adding Work Performed Notes and Advisory Notes

To create and save pre-written text for future use, see Code Settings - Advanced.

 

To add Work Performed Notes and Advisory Notes, follow the instructions below:

Work Performed Notes

To add Work Performed Notes to an existing job:

  • From the Work screen, click + Item >> Work Performed.

 

Add and save a new Work Performed Note

  1. Enter a Work Performed Note >> click Save As.

  2. Enter a Work Performed Note Summary (title) >> click Save.

  3. Click Add to add it to the Selected Work Performed Notes list.

  4. Click Done to add the Work Performed Note and return to the Work screen. 

 

Add a pre-written Work Performed Note to the Job

  1. Start typing in the Enter Work Performed note box to filter out items in the Predefined Work Performed Note box >> Click the green check mark(s) for the Work Performed Note(s) you wish to add.

  2. Click Done to add the Work Performed Note and return to the Work screen.

 

Edit a Work Performed Note

  1. Start typing in the Enter Work Performed Note​ box to filter out items in the Predefined Work Performed Note​ box >> Click the green check mark(s) for the Work Performed Note(s) you wish to add.

  2. Click the edit (pencil) >> make any necessary changes >> click Update.

  3. Click Done to add the Work Performed Note and return to the Work screen. 

 

Enter a Work Performed note for one-time use

  1. Enter a Work Performed Note then click Add to add it to the Selected Work Performed Notes list.

  2. Click Done to add the Work Performed Note and return to the Work screen. 

 

Adding Advisory Notes

  • From the Work screen click Advisory Notes or the pencil icon.

 

Add and save a new Advisory Note

  1. Enter a description of the Advisory Note >> click Save As.

  2. Enter a Advisory Note​ Summary (title) >> click Save.

  3. Click Add to add it to the Selected Advisory Notes​ list.

    • The Advisory Note will be assigned to the document

  4. To assign the Advisory Note to a job:

    1. Click Document.

    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.

  5. Click Done to add the Advisory Note and return to the Work screen. 

 

Add a pre-written Advisory Note to the Work document

  1. Start typing in the Enter Symptom box to filter out items in the Predefined Advisory Note​s box >> Click the green check mark(s) for the Advisory Note(s) you wish to add.

  2. To assign the Advisory Note to a job:

    1. Click Document.

    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.

  3. Click Done to add the Advisory Note and return to the Work screen. 

 

Edit an Advisory Note

  1. Start typing in the Enter Advisory Note​ box to filter out items in the Predefined Advisory Notes box >> Click the green check mark(s) for the Advisory Note(s) you wish to add.

  2. Click the edit (pencil) >> make any necessary changes >> click Update.

  3. To assign the Advisory Note to a job:

    1. Click Document.

    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.

  4. Click Done to add the Advisory Note and return to the Work screen. 

 

Enter a Advisory Note for one-time use

  1. Enter a Advisory Note then click Add to add it to the Selected Advisory Notes list.

    • The Advisory Note will be assigned to the document

  2. To assign the Advisory Note to a job:

    1. Click Document.

    2. Click the check mark next to an existing job or enter a name to create a new job group then click Add.

  3. Click Done to add the Advisory Note and return to the Work screen.