Field Notes can be created in ExakTime Connect to provide additional information relating to an employee/location/cost code for future reference. Field Notes created in ExakTime Connect can only provide text notes.
If you would like to attach pictures or audio files to a field note, you must create the field note in ExakTime Mobile.
Table of Contents
Creating Field Notes from Field Notes Page
- Go to Tools and click Field Notes. You should see previously created/received field notes if any.
- Click Add a Field Note.
- Specify the type of field note, the subject (the entity the field note is related to), and a short comment.
- The type of field note must be selected first before you can select the subject.
- Photos and voice notes cannot be added to a field note from ExakTime Connect.
- Click Done to save your field note.
Creating Field Notes from an Entity Profile
- Go to Manage and go to an entity list.
- Click the pencil icon towards the left of an entity.
- Click the Field Notes tab.
- Click Add a Field Note.
- Enter a text note for the field note and click Done.
- The type of field note cannot be changed, a photo cannot be uploaded and an audio note cannot be added.
- Save your new field note.