Objective

The objective of this tutorial is to help you understand how to add or edit notes for remote sites.

Overview

Access from your: Computer
Applies to: Managers

Adding notes is optional, you can add notes or edit existing notes next to remote sites.

Notes can be used to add any details about that specific remote location for all the managers in the application.

Things to know before you begin:

  1. You must have a manager/admin access privileges to add or edit notes for remote sites.
  2. You can only add one note next to a remote site.
  3. You will be able to see the number of shifts the remote site is assigned to next to the notes tab.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Add a Note to the Remote Site
  2. Edit an Existing Note of the Remote Site

Add a Note to the Remote Site

Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.

Image 1

Step 2: Click on ‘Locations & Positions’ tab from the top as shown in Image 2.

Image 2

Step 3: Click on the ‘Remote Sites’ tab from the left-hand side panel as shown in Image 3.

Image 3

Step 4: Click on the ‘Click to edit notes’ tab as shown in Image 4.

Image 4

Step 5: Add the notes according to your business requirement as shown in Image 5.

Image 5

Step 6: Click ‘OK’ as shown in Image 6.

Image 6

That’s it, a note will be added next to the remote site.

Edit an Existing Note of the Remote Site

Step 1: Click on the existing note tab as shown in Image 7.

Image 7

Step 2: Modify the note as shown in Image 8.

Image 8

Step 3: Click ‘OK’ as shown in Image 9.

Image 9

That’s it, the note will be edited next to the remote site.

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

Did this answer your question?