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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)
Subject (required) - Summarize the note
Body (required) - Add note content. 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
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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