Date: Thu, 28 Mar 2024 21:06:46 +0000 (UTC)
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Subject: Exported From Confluence
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Description: In this topic, the user wil=
l learn how to add notes to an object (per user access). Entry types i=
nclude, but are not limited to:
- Punch/Attendance Entries
- Accounts
- Profiles
- Payroll/Billing Entries
- Authorizations
*Please note: Notes have no character limit except for notes a=
dded directly to a punch entry which have a 2500-character l=
imit. For more info on entering a note on a punch entry, see the&=
nbsp;Enter a Punch article in the help center.
Role Required: Client, Guardian, Supervisor, Emplo=
yer, Super User, Caseworker, Employee (base user=
)
Permission Required: N/A
- Log in with personal profile
- Navigate to the details page of the object requiring the note
- Example: To add a note to a punch, navigate to the punch entry details =
page.
- Click Actions
- Select New Note from the drop-down menu
- Complete the New Note form
- Note Type (required) - Select note type from the =
drop-down menu
- Options include Note, Comment, Error, Authentication, and Custom.
- Selecting Custom opens the Note Sub Type field (required)
- The Note Sub Type selected may prepopulate a template for the Subject a=
nd Body. This template text is editable.
- Subject (required) - Summary of the note or prepopulated =
if included in note sub type template
- Body (required)<=
span style=3D"letter-spacing: 0.0px;"> - Add note content. The note body ma=
y include a template if included in the note sub type. Must contain at leas=
t five characters.
- Attachment (optional) - Click the Choose File button=
to select and upload an attachment
- Click Save =
and Yes to=
confirm
- The note has been added and will appear in the table on the Notes tab of the details page. Notes added by other users will=
also appear in the table.
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