Field Notes allows you and your employees to create additional notes that relate to an employee/location/cost code from ExakTime Connect or ExakTime Mobile. Before an employee can create a field note, they must first have permission to do so for the respective platform.

Permission to field notes on ExakTime Connect can allow them to see field notes sent by other employees, depending on their employee viewset, and is generally reserved for Administrators, Managers, or Supervisors. An employee does not need permission to Field Notes for both ExakTime Connect and ExakTime Mobile if they will only be using one platform. 

If you would only like to enable field notes for ExakTime, you can refer to the steps in the following article.

Granting Permission for ExakTime Connect

• Go to Manage and click on Security Roles.
  
• The "Web" tab should be the initial tab. By default, we offer Administrator and Employee. More roles can be created for other groups of employees if necessary. The Administrator role cannot be adjusted.
• Click New Role to create a new role or the eye icon to modify an existing role.
  
• Enable "Field Notes" and/or "Field Notes on Time Cards" under the "Tools & Communications" section. 
  • If the employee needs to view field notes on time cards, they will need "View" permission to the "Timecard" as well.

  • If the employee needs to view field notes from a subject's profile, they will need "View" permission to those pages as well. 

    

• Save your changes.
• If you have created a new security role and are not familiar with assigning a security role, you can refer to the following articles to assign the role through the employee profile or assign the role through the Security Roles page.