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    Notes Tab
    • 09 Jul 2024
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    Notes Tab

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    Article summary

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    The 'Notes' tab consists of the 'Log Entries' section, which lists all Log Entries where the employee was tagged. Employee notes can be for a variety of reasons, such as 'No Show', 'Late for Shift', 'Exceptional Service', and more. Learn more about adding employee notes here.

    When a Log Entry is created and tied to an employee who is also has access to employee records, that Log Entry will be hidden from their view when reviewing this tab.

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    Field

    Description

    Search Bar

    Filters displayed Log Entries within the selected date range for the text entered.

    Date Range

    Filters for Log Entries that were posted within the selected date range. Options include:

    • Today

    • Yesterday

    • Last 7 Days (Default)

    • Last 30 Days

    • This Month

    • Last Month

    • Custom Date

    Smart Grid Controls

    Table Views - Save/edit table views.
    Filter - Filter column information.
    Sort- Click to sort the table based on column and order.
    Refresh- Refresh the table.

    Learn more about Working With Smart Grids.


    Log Entry Cards

    Each Log Entry that the employee has been tagged on will be displayed as a Log Entry card. Clicking on a Log Entry card will open the Log Entry for editing. Learn more about editing Log Entries here.

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    Field

    Description

    Category

    Log Entry Category associated with the Log Entry.

    Priority

    Priority for the Log Entry:

    • General

    • Important

    • Must Read

    Date

    Date associated with the Log Entry.

    Creation Date

    Date and time Log Entry was created.

    Description

    Log Entry text.

    Tags

    Tags for the Log Entry. If more than one tag is present, hover over the tags to view all tags.

    Employees Tagged

    Number of employees tagged. Hover over to view all employees tagged.

    Created By

    User who created the Log Entry.

    Location

    Location associated with the Log Entry.

    Comments

    Number of comments.

    Attachments

    Number of attachments.


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