Taking notes

Ways to create a note:

  • If you use the (+) button on the Notes tab, the subject of the note is the current user of the app (the note will be about whoever created it)

  • If an employee's badge is scanned, the note will be about the employee

  • If the 'Add Note' button is used from the Job Worker Details view, it works the same as if the employee's badge got scanned

  • If a Piece ticket is scanned, the note will be about the piece (and the employee who created the piece - i.g. you scan Joe's bin ticket to create a note about Joe and Bin #1111)

  • If the 'Add Note' button is used from the Job Worker Details view, it works the same as if the Piece ticket got scanned

What information is associated with a note?

When a note is taken, it is associated with several things…

  • The current Job
  • The current Ranch
  • The current Block (optional)
  • The note creator (whoever is using the app)
  • The note subject (depends on how the note was created). A note's subject can either be an employee or a piece

Where notes surface in the admin site:

Job Details

  • The Production tab shows text notes beneath employee names

  • When employee rows are expanded on the Production tab, their notes (text & photos) are shown

  • The Photos tab shows all photos taken at the job

  • The Maps tab shows where notes were taken

Employee Details

  • The Notes tab shows any notes associated with the employee

Ranch Details

  • The Photos tab shows any photos taken at the Ranch

Block Details

  • The Photos tab shows any photos taken at the Block

 

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