Field notes allow your employees to send notes, pictures, and voice memos related to their work day from ExakTime Mobile to ExakTime Connect. After creating the field notes, they must be synced for further review and reporting in ExakTime Connect. For employees to be able to create field notes with ExakTime Mobile, the "Field Notes" permission must be enabled for the respective ExakTime Mobile Security Role. 

Enabling Permission

• Go to Manage and click Security Roles.
  
• Click the Mobile tab. By default, we offer Administrator, Supervisor, 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" from the "Add" section.
  
• Save any changes. Repeat this for any other security role that will need permission.
• 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.
• Your employees will need to sync their copies of the app to receive the new permission. They may also need to log out and back in to see menu changes.

Creating Field Notes on ExakTime Connect

For more information about using Field Notes in ExakTime Connect, you can refer to the following article.

Creating Field Notes on ExakTime Mobile

For more information about creating Field Notes on ExakTime Mobile, you can refer to the following article.