Back to Work Order Main Menu

Adding Journal Notes

Entering Journal Notes in Work Order allows Administrators, Technicians, and Supervisors to document additional important information on work orders. This can be beneficial if multiple notes about the work being done need to be documented on the work order over time. The data on each note can be tracked individually, including the user who created the note and the date stamp, by simply printing the details of the work order.

How to Enter Journal Notes

  • On the work order form, scroll down to the Journal Notes section and click on New Note.

 

 

  • The Request Description field will populate with the description of the work order.
  • Check the box next to Yes, include this Journal Note on Printed Work Orders if the note needs to be included on the work order form when printed.
  • The Date field defaults to today's date but this can be adjusted if necessary.
  • Type the note in the Journal Note field.
  • If desired, an email reminder can be sent to people with the contents of the note and the Work Order ID. To set up an email reminder follow the steps below:
    • Check the box next to Yes, send reminder email notice.
    • In the Email Address field, either select an email address from the drop down menu, or type a new email address in the text field. *Note: If you are including multiple email addresses, be sure to separate each one with a semi-colon as seen in the example below.
    • There are two options that will determine when the email notification will get sent. *Note: Only one option can be selected.
      • Reminder in: Select the option to have the email sent out in 5, 10, or 15 days. This will automatically populate the Reminder Date field based on the number of days selected.
      • Reminder Date: Click on the calendar icon () to manually select a date for the email to be sent out. *Note: This option will override anything selected in the Reminder in field.
  • Click Save Journal Note.

 

 

Did you find this helpful? 

 

Back to Top