Working with Notes

Note Types

Best Practices for Notes

1. Clear titles: Use descriptive titles that summarize the note
2. Include context: Who, what, when, why
3. Add photos: Visual documentation is valuable
4. Be factual: Record observations, not assumptions
5. Timely entry: Create notes as soon as practical

Note Examples

Good Note:

Title: Replaced seal on P-101 discharge Body: Noticed minor leak at discharge flange. Isolated pump, replaced gasket (P/N 12345), returned to service. Leak resolved. Total downtime: 2 hours.

Poor Note:

Title: Fixed pump Body: It was leaking.

Adding Attachments

1. While creating or editing a note
2. Click Add Attachment
3. Choose:
   • Camera: Take photo now
   • Photo Library: Select existing image
   • File: Upload document
4. Add caption (optional)
5. Attachments save with the note