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Description: In In this topic, the user will the user will learn how to add to add notes to an object (per user access). Entry types include, but are not limited to:
- Punch/Attendance Entries
- Accounts
- Profiles
- Payroll/Billing Entries
- Authorizations
*Please note: Notes have no character limit except for notes added directly to a punch have no character limit 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 article punch entry, see the Enter a Punch article in the help center.
Role Required: Employee Client, Guardian, Supervisor, Employer, 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.
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- Click Actions
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- Select New
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- Note from the drop-down menu
- Complete the New Note form
- Note Type (required)
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- - Select note type from the drop-down menu
- Options include Note, Comment, Error, Authentication, and Custom.
- Selecting Custom opens the Note Sub Type field
- - Select note type from the drop-down menu
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- (required)
- The Note Sub Type selected may prepopulate a template for the Subject and Body. This template text is editable.
- (required)
- Subject
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- (required)
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- -
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- Summary of the note
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- or prepopulated if included in note sub type template
- Body
- (required)
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- - Add note content. The note body may include a template if included in the note sub type. Must contain at least five characters.
- Attachment (optional) - Click
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- the Choose File
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- button to select and upload an attachment
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- Click Save and Yes to confirm
- The note has been added and will appear in the table on
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- the Notes tab of the details page. Notes added by other users will also appear in the table.
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