Add Notes to Transactions

Staff, Review Log and Approve Log Managers can add a note to any transaction or multiple transactions at the same time regardless of the status.

To add a note:

  1. If you want to enter a note to one of your own Time Tracking entries:

    • If the entry is in progress, select the date/time link at the top ofthe Time Logging card or Time Clock card on the home screen and skip to Step 3.

      Select the date/time link at the top of card from the Time Logging card or Time Clock card on the home screen and skip to Step 3.

    • If the entry is not in progress, click My Log from the main menu.

      Click My Log from the main menu.

    If you are a Review Log or Approve Log Manager and want to add notes a log entry for your staff, click Staff Log in the menu, set any needed filters and then select the appropriate Staff card.

    Click Staff Log in the menu, set any needed filters and then select the appropriate Staff card.

    If you are a Review Log or Approve Log Manager and want to add a note to a log transaction for a particular Service Location, click Service Location Log in the menu, set any needed filters and then select the appropriate Service Location card.

    Click Service Location Log in the menu, set any needed filters and then select the appropriate Service Location card.

  2. Select a block on the Hours graph, select a row in one of the grids, or click the Add Note link next to a transaction in one of the grids.

    Select a block on the Hours graph, select a row in one of the grids, or click the Add Note link next to a transaction in one of the grids.

  3. Scroll down to the Notes section and select Add Note.

    Scroll down to the Notes section and select Add Note.

  4. Enter the notes or select a pre-defined note from the Insert Template list.

    Enter the notes or select a pre-defined note from the Insert Template list.

  5. When finished entering the notes, click Add.

    The notes icon appears next to the transaction in the grid or on the block in the Hours graph. The notes will appear in the Notes area of the transaction.

To add a note to multiple transactions in the same grid at the same time:

  1. If you are adding notes to your own transactions, click My Log in the menu.

    Click My Log in the menu.

    If you are a Review Log or Approve Log Manager and want to add notes to the transactions for your staff, click Staff Log in the menu, set any needed filters and then select the appropriate Staff card instead.

    Click Staff Log in the menu, set any needed filters and then select the appropriate Staff card instead.

    If you are a Review Log or Approve Log Manager and want to add a note to a log transaction for a particular Service Location, click Service Location Log in the menu, set any needed filters and then select the appropriate Service Location card instead.

    Click Service Location Log in the menu, set any needed filters and then select the appropriate Service Location card instead.

  2. Select the check boxes next to the transactions in the same grid that you want to add the notes to and click Add Note in the box heading.

    Select the check boxes next to the transactions in the same grid that you want to add the notes to and click Add Note in the box heading.

  3. Enter the notes or select a pre-defined note from the Insert Template list.

    Enter the notes or select a pre-defined note from the Insert Template list.

  4. When finished entering the notes, click Add.

    The notes icon appears next to each of the transactions in the grid. The notes will appear in the Notes area of each of the selected transactions.