Monitor: Note Log

How to get there: Monitor | Note Log or Monitor | Calls | Note Log

The Note Log is used to view, update and clear any notes created in the Call Monitor that are logged against Employees and/or Sites.

see Admin | General | Note Status for further information about configuring the various notes that are displayed in the note log

Screen Layout and Fields

Notes	Number of notes at the given point in time
Status	Status of the note (values in here are dependent upon what has been defined in Admin \| General \| Note Status)
What	A description of what kind of note has been logged
Reference	Unique reference number for the note (the same number will be used if the note is logged against both an Employee and a Site)
Who	Name of the Employee relating to the note
Where	Site location where the note is logged against
Logged By	User ID of person creating the note
Start	Date and time that the note was created
Finish	Date and time that the note was closed
Alarm	An indicator to show that an alarm has been set to remind the user to action the note

Screen Actions

Actual Calls	Select to see All Calls. From the results, the Notes Wizard can be used to create a note for the Call if it has not already been raised
Taken Calls	Select to see Taken Calls
Open Calls	Select to see Open Calls
Refresh	Refresh the view with the latest information
Attach Employee	Select a Site (tick the SEL check box) and then select Attach Employee in order to add an Employee to a Site note record. See the Attached Employee section below for more information
Edit Note	Select a note (tick the SEL check box) and then click Edit Note in order to make changes to the note. See the Edit Note section below for more information
View	Select the type of view (filter the notes shown on screen by the different pre-configured views) - these have been set up in Admin \| General \| Call Monitor Views
Note Type	Select the type of note to view (filter the view by these different types of notes)
Include Employee Notes	Select to view both Employee and Site notes. If this is not ticked, only Site notes will be shown
Status	Select to filter what type of notes are shown by their note status. The user can choose between All, Open, Closed or Pending
Reference ID/Search	Type in the unique reference ID for example 00000001 and then select Search to look for a specific note
Sel	Select the record
Click on Note	Select a note to see extra information about the note and add further comments
Select all (On this page)	Select all records on the given page
Clear All	Select to clear the ticks within the SEL field of selected records
Who field	Select Employee name under the Who heading to view the related Employee record
Where field	Select Site under the Where heading to view the related Site record
Alarm Clock Icon	Roll over the clock icon under the Alarm filed to see what time the alarm is set for
Page Number	Select page number to view the notes on that page

Attach Employee

Choose the Site that an Employee is to be attached to by selecting Sel

Select Attach Employee. The following screen will be displayed:

Select the Employee from the above screen.

To aid in finding an Employee’s name:

Use the <Prev or Next> buttons to scroll through the pages
Use the Branch drop-down list to filter
Enter a partial name in the Partial Search box and click the Search button

Note: If an Employee has already been added to a Site for a note the following error message is displayed
on screen:

Edit Note

In order to make changes to a Note select the Note (tick the SEL check box) and then click Edit Note in order to make changes as shown. Once changes have been made/comments have been added, select Save.

Adding Comments

To quickly add comments to a Note, select the Note from within the Note Log. This will bring up some further options in the Note Log as follows:

Enter comments as required, choose whether to update the linked notes and select Add Comment (which is no longer “grayed out” when a comment is typed into the Comments box.