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Description: In this topic you , the user will learn how to add notes to any entity throughout the system an object (per your user access). Entry types include, but are not limited to:
Punch/Attendance Entries
Accounts
Profiles
Payroll/Billing Entries
Authorizations
*Please note: Notes added have no character limit expect notes added directly except for notes added directly to a punch entry which have a 2500-character limit. For more info on entering a note on a punch entry, see " the Enter a Punch" How-To article in the help center.
Role Required:Any, including View Only Employee (base user)
Permission Required:Any N/A
Log in with
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personal profile
Navigate to the details page of the
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object requiring the note
Example:
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To add a note to a punch, navigate to the
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punch entry details page.
Click Actions
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Select New Note from the
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drop-down menu
Complete the New Note
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form
Note Type
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(required) - Select note type from the drop-down menu
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Options include Note, Comment, Error, Authentication, and Custom.
Selecting Custom opens the Note Sub Type field (required)
Subject (required) -
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Summarize the note
Body
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(required) - Add note content
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. Must contain at least five characters.
Attachment (optional) - Click the Choose File button to select and upload an attachment
Click Save and Yes to confirm
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The note has been added and will appear in the table on the Notes tab of the
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details page. Notes added by other users
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will also appear in the table.
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