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Notes can be added to any entity that you have access to throughout the system. These entities Description: In this topic, the user will learn how 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
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*Please note: Notes 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 in the help center.
Role Required: 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 entity you wish to add a note to.the object requiring the note
- Example:
If you wish to add an additional - To add a note to a punch, navigate to the
Punch Entry Details Page- punch entry details page.
- Click Click ActionsClick New Note
- Select New Note from the drop-down menu
- Complete the New Note Entry Formform
- Note Type
: - (required) - Select note type
- Selecting Custom will allow you to select a Note Sub Type specific to your company
- Subject: Summarize the note
- Body: Add note content and format as desired
- Attachment: Add attachments as needed
- Click Save, then Yes on the confirmation window
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- 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 and Body. This template text is editable.
- Subject (required) - Summary of the note or prepopulated if included in note sub type template
- Body (required) - 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 the Choose File button to select and upload an attachment
- from the drop-down menu
- 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
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- will also appear in the table.
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