Notes can be a huge help. Here are some ideas:
- Provide extra details about special event schedules.
Example Note: Please meet at the West Gate of the Stadium.
- List information to employees about what tasks are due.
Example Note: Please fill out your Rig Check and Supervisor Log at the end of your shift.
- Give details about an employee leaving early or arriving late.
Example Note: Paulina had childcare issues so she will be in at 9:10am.
- Keep a daily log for the schedule.
Example Note: **Took report from # 16-J, signed control drugs - short 1 Fentanyl from Medic # 2 earlier call
How to Locate the “Add Note” Link
Notes can be added by Admins with scheduling authority. The popup menu to ‘Add Note’ is found when you hover on schedule names or dates in the Work Schedule Views, My Schedule, and the Hourly Editor.
|Schedule “Duty Crew” before hover|
|On hover, popup menu shows “Add Note” link|
Using the “Add Note” Link
When you click the “Add Note” link, you will then see a lightbox like the one below. This is your workspace to create your note. Notice that at the bottom of the lightbox, you also have the option to include your note in Shift Reminders. Learn more about this in the Shift Reminders Blog.
|“Add Note” lightbox with “Include in Shift Reminders” enabled.|
After creating and saving the new note, a small yellow note icon will appear on the schedule.
|“Duty Crew” now has a yellow note icon|
Viewing an Existing Note
When a note is added, all Members who can work, edit, or view that schedule will be able to preview and read the entire note. A preview of the note is shown when you hover on the note icon .
|Hover preview of a note on the Monthly Calendar|
The complete note, and more note details, can be viewed in the lightbox when you click the note icon .
|Note Details - Members view|
|Note Details - Administrator view with editing access|
Editing a Note & Note History
Admins can edit the note by either clicking directly on the note icon or by hovering on the schedule name to see the popup menu and clicking the “Edit Note” link.
|Popup menu now has “Edit Note” link due to pre-existing note|
The “Edit Note” lightbox lets Admins edit note text. Admins and Members can both see the “Note History” section which displays when a note added, edited and by whom. Admins extra access and can click on previous versions of the note to read them.
|Note History Details - Administrator view|
What do you think?
Customer feedback is very important to Aladtec. We base many enhancements and features on the needs of our customers. Please let us know what you think. Call 888-749-5550 write us at email@example.com.