Field Notes can be created in ExakTime Connect as well as in ExakTime Mobile; however, there are key differences when using one method over the other. This guide will cover specifically using ExakTime Connect to create Field Notes.
Table of Contents
Creating Field Notes from Field Notes Page
- Go to Tools and click Field Notes. You should see previously created/received field notes if any.
- Click Add a Field Note.
- Specify the type of field note, the subject (the entity the field note is related to), and a short comment.
- The type of field note must be selected first before you can select the subject.
- Photos and voice notes cannot be added to a field note from ExakTime Connect.
- Click Done to save your field note.
Limitations
Unlike in ExakTime Mobile, you cannot attach audio files and or pictures to Field Notes created here. You also cannot edit the created date for field notes after creation.
Additional Information
Creating and accessing Field Notes can be limited by Security Roles. For more information on Security Roles, see our guide: Understanding Security Roles as well as ExakTime Connect Permissions And What They Do
Creating Field Notes from an Entity Profile
- Go to Manage and go to an entity list.
- Click the pencil icon towards the left of an entity.
- Click the Field Notes tab.
- Click Add a Field Note.
- Enter a text note for the field note and click Done.
- The type of field note cannot be changed, a photo cannot be uploaded and an audio note cannot be added.
- Save your new field note.