Fields Notes are a feature of ExakTime that allows your employees to create notes from ExakTime Connect or ExakTime Mobile that can provide additional information about their workday or the job site. Field Notes are primarily created from ExakTime Mobile as they can be created with text, pictures, and/or audio recordings. Field Notes created in ExakTime Connect can only contain text currently. After a field note has been created with ExakTime Mobile, it is synced to ExakTime Connect for review and future reference.
Where Field Notes can be Reviewed
Field notes can be reviewed from a variety of places within ExakTime Connect after they have been synced from ExakTime Mobile, such as the:
- Field Notes page - The Field Notes page can present all the field notes synced from ExakTime Mobile.
- Dashboard - The dashboard will show recently received field notes for the day.
- Timecards - The timecards page can show field notes sent by the currently viewed employee.
- Entity Details - Field notes where an employee/location/cost code is the subject will be presented on the entity details page.
- Field Notes Report - The Field Notes Report offers you a physical/digital copy of your field notes.
Field Notes can also be reviewed from ExakTime Mobile, but in a limited capacity by:
- SiteHub - Sitehub can show recently synced field notes where a location is the subject of the field note.
- Field Note History - The Field Notes History menu of ExakTime Mobile will list recently created fields notes to the originator or an Administrator
Process for Setting Up and Using Field Notes
- Granting Permission to Field Notes on ExakTime Connect - Grant permission to access field notes in ExakTime Connect for non-Administrator roles.
- Granting Permission to Field Notes on ExakTime Mobile - Grant ExakTime Mobile user's permission to create and sync Field Notes.
- Creating a Field Note in ExakTime Connect - Steps on how to create a field note from the Field Notes page or field notes tab of a Subject.
- Adding & Reviewing Field Notes In ExakTime Mobile - Steps on how to create field notes from ExakTime Mobile for Employees.
- Reviewing Field Notes in ExakTime Connect - Steps on how to review field notes in ExakTime Connect.