Adding Notes in Web

Purpose/Overview

The Notes (Web) feature allows users to add and manage notes across multiple modules through the web interface. It helps capture important updates, discussions, and activity details directly within the system. 

Navigation Path:

To access this feature:

• Project > Project Information > Project Notes Tab
• Parcel > Parcel Info > Parcel Notes Tab
• Agreement Manager > Agreement Notes Tab
• Customer Outreach > Ticket Notes Tab

Things to Know:

• Notes are specific to the selected module record
• Users must have permission to add notes
• Standard fields include Activity Date, Agent, Category, and Priority 

Key Benefits/Use Cases:

• Activity Tracking: Record updates and interactions across different modules
• Structured Data Entry: Use predefined fields to maintain consistency
• Improved Visibility: Ensure all stakeholders have access to relevant notes

How It Works:

Follow these steps to add Notes via Web:

Step 1: Navigate to the required module (Project, Parcel, Agreement, or Customer Outreach)

Step 2: Open the respective Notes Tab

Step 3: Click the Add Notes button

Step 4: Select required details:

• Activity Date
• Agent
• Category
• Priority

Step 5: Enter the note in the text area

Step 6: Click Add Note to save

Related Features/Next Steps:

• Notes Overview
• Adding Notes in GIS

FAQ/Troubleshooting:

Q: Can I add multiple notes to a record?
A: Yes, multiple notes can be added for continuous tracking.

Q: Are notes editable after saving?
A: This depends on user permissions and system configuration.

Questions?  Contact us!