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Adding Notes to Steps

When you view a step, you can enter notes about it via a Notes tab. These notes can serve as an audit trail or change history for the project. In addition to appearing in the project record, the notes (current to the time of the job) appear in the BOM for the job.

Each entry becomes a new note, with a date and user stamp. Individual notes are displayed in a table, and can be deleted via a trash can icon.

To add a note, select a step, then click the Notes tab. Click Add Note, then enter your note text and click Submit to save the note.

To edit a note, click the Figure shows the Edit icon icon to display the note text in the Note field. Edit the text and click Submit.