Add Notes - Web Portal

Description: In this topic, the user will learn how to add notes to an object (per user access). Entry types include, but are not limited to:

• Punch/Attendance Entries

• Accounts

• Profiles

• Payroll/Billing Entries

• Authorizations

*Please note: Notes have no character limit except for notes added directly to a punch entry which have a 2500-character limit. For more info on entering a note on a punch entry, see the Enter a Punch article in the help center.

Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker, Employee (base user)

Permission Required: N/A

1. Log in with personal profile

2. Navigate to the details page of the object requiring the note

   1. Example: To add a note to a punch, navigate to the punch entry details page.

3. Click Actions

4. Select New Note from the drop-down menu

5. Complete the New Note form

   1. Note Type (required) - Select note type from the drop-down menu

      1. Options include Note, Comment, Error, Authentication, and Custom.

      2. Selecting Custom opens the Note Sub Type field (required)

         1. The Note Sub Type selected may prepopulate a template for the Subject and Body. This template text is editable.

   2. Subject (required) - Summary of the note or prepopulated if included in note sub type template

   3. Body (required) - Add note content. The note body may include a template if included in the note sub type. Must contain at least five characters.

   4. Attachment (optional) - Click the Choose File button to select and upload an attachment

6. Click Save and Yes to confirm

7. The note has been added and will appear in the table on the Notes tab of the details page. Notes added by other users will also appear in the table.

Related articles