Notes Overview

Purpose/Overview

The Notes feature provides a centralized way to capture and manage important information across different modules such as Projects, Parcels, Agreements, and Customer Outreach.

It allows users to record details like meeting notes, updates, observations, and communication history, ensuring that all relevant information is documented and easily accessible.

This feature is designed for teams who need consistent tracking of activities and better visibility into ongoing work.

Things to Know:

• Notes can be added across multiple modules (Project, Parcel, Agreement, Customer Outreach)
• Each note is tied to a specific record (project, parcel, agreement, or ticket)
• Notes include metadata such as Activity Date, Agent, Category, and Priority
• Notes can be added via both Web interface and GIS interface (project only in GIS)

Key Benefits/Use Cases:

• Centralized Documentation: Maintain all updates, discussions, and observations in one place
• Improved Collaboration: Enable teams to share and access important information
• Audit & Tracking: Keep a historical record of activities for compliance and reference

Related Features/Next Steps:

• Adding Notes in Web
• Adding Notes in GIS

FAQ/Troubleshooting:

Q: Where can notes be added?
A: Notes can be added in Project, Parcel, Agreement, and Customer Outreach modules.

Q: What type of information should be added as notes?
A: Meeting notes, updates, observations, and communication details.

Questions?  Contact us!