User Notes

Notes can be placed on any user or vehicle. They can be used to inform a technician that a device or vehicle needs maintenance or as a messaging tool between operators.

Setup

Activate Notes in your application

1. Access the application Privileges and Features

2. Activate all privileges under Notes section

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Read more about the privileges here.

Writing a note

Notes can be added to any user/vehicle. To do so, right click on a user and select Add Note.

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This will open a New Note window.

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A note contains a subject, some text, recipients and categories. Recipients and categories are optional.

A recipient is another user within the Vehicle Tracker application who has the _ReadNotes privilege. This or those users will be notified once they have been added as a recipient to a note. When adding recipients, the user list can be filtered by tags by clicking on the arrow down next to the search field and selecting the desired tag. Categories can be used to group notes in order to retrieve them easily during searches.

Once a subject and note content has been filled, the note is ready to be sent.

My notes

You can add the Notes panel to the interface to visualize the notes.

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The Notes Hub contains all the Open notes for the logged-in user. A green note is a new/unread note, while a grey note means the note has been read.

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Each note can be clicked on, which will open the full content of the note. This will include all of its entries, a reply field, and some control buttons.

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The send button will add your text to the current note and notify all the recipients that the note has been updated.

The archive button will archive the current note so that, by default, it does not show in your Notes Hub. You can archive notes when you’re done with them, so that your note list is kept to a minimum. A note will be reopened once a new reply has been added.

User Notes

You can see all the notes on a User/Vehicle by right clicking on the vehicle and selecting Show Notes. This will display all the notes on the vehicle. Similarly to the Notes Hub, this window contains a search filed which can be used to narrow down the notes list.

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Object notes are protected by the _ReadData privilege, therefore, if you do not have access to user/vehicle data, you will not be able to see it notes.

Creating a Note Category

To create note categories, follow these steps:

1. Open the option Manage Categories

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2. Select Add category

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3. Insert a name and a description, then click on Save

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