Site Level Notes
Last Modified on 02/22/2024 4:28 pm EST
Pathway: Customer > Search - Account
Permissions
| Permission ID | Permission Name |
14
| Add Note |
15
| Edit Note For Self |
16
| Delete Note For Self |
17
| Edit Note For Others |
18
| Delete Note For Others |
19
| Set Note Date And Time When Adding Note |
20
| Edit Note Date And Time For Self |
21
| Edit Date Note and Time For Others |
Warning on Open
Add a 'Warning On Open' note to a site to alert users of a site specific issue or process. Warnings entered here will display each time the site is accessed. If the account the site belongs to also includes a 'Warning On Open' note, the site's warning note will display below it.
Add a 'Warning On Open' to a Site
- Navigate to the site using any of the available search methods.
- Right-click under the service location's address (right side of the Customer Service screen) and select Edit for the 'Edit Service Location' editor to display.
- Enter the warning note into the Warning On Open text box field.
- Select Save when finished.
Enter an Access Information note to communicate information the driver will need to access a service location. This will display on the service record for the driver, and in the Site Details section of the Customer Service screen.
Add an Access Information Note
- Right-click under the site's address (right side of the Customer Service screen).
- Select Edit from the pop-up to display the 'Edit Service Location' editor.
- Select the Basic Settings tab.
- Enter the access information into the Access Information field.
- Select Save when finished.
Service Notes
Service Notes provide a way to communicate necessary information about the service for a location to the driver. Notes entered here are also visible on the Customer Service screen by expanding the service, and are controlled using start and end dates.
Add a Service Note When Adding A New Service
When adding a new service, a Service Notes field is provided and defaults to the start date of the the service. If an end date is required, the following applies:
- Save the new Active Service with the Service Notes entered. The Add Active Service window will close and the Customer Service screen displays.
- Expand the service from under the Active Services section.
- Select the green '...' icon from the service line and the 'Service Additional Fields' editor will display.
- Enter a date into the End Date field.
- Select Save.
Add/Edit a Service Note to an Existing Service
- Navigate to the account's service location using your preferred search method.
- Select the green '...' icon from the service line and the 'Service Additional Fields' editor will display.
- Select the green '+' icon in the Service Notes heading.
- Enter a Start Date. Leave the End Date field null or blank and the note will continue to display until deleted, or an added end date has passed.
- Select Save when finished.
One-Time Note (Site)
Enter a one-time note at the site level and the note will only display on the selected day in the calendar for the chosen site.
Add a One-time Note to a Service Location
- Navigate to the desired site using your preferred search method.
- Right-click on the date in the calendar the note applies and select Add Note. The 'Add Note' pop-up will display to add a note.
- Verify the date in the Created On field is the date you intended for the note to display. Select the calendar icon to edit the date if needed.
- Select the Note Type. Site specific notes only use 'Site' designated Note Types.
- Note Types are established and can be referenced in Setup > Customer > Note Type.
- Note Types differentiate what notes can be added at the account-level (displays across all sites), or at site-level, only displaying for a specific site.
- Enter the body of the note in the Note field.
- Select Save when finished. The note will display on the 'Created On' date in the calendar.
Work Order Notes
Add a note to a work order for when the driver needs to be alerted of a one-time change to a location's servicing. Hover over the work order from the customer service screen and an informational pop-up displays with the added note at the bottom.
Add a Work Order Note
- Select the work order from the calendar of the Customer Service screen to display 'Edit Service Record'.
- Enter the work order notes into the Order Notes field.
- Select Save when finished.
Related Articles:
Note Type Setup
Overview of Note Types
Account Level Notes
