Activity

The Activity section brings together team notes and system history in one structured, time-stamped view. It enables team members to communicate in context while automatically recording user actions and events, creating a transparent and traceable audit trail within each record.

This guide will help you:

• Add notes and comments across different pages of the workspace
• Set reminders and priority alerts to highlight important updates
• Edit or delete notes to maintain clear and accurate records

This ensures updates, handovers and key decisions are clearly visible, while maintaining a complete history of what actions were taken, by whom, and when.

Adding a note

1. In the ‘Activity’ section, begin typing a note into the text field provided.

2. To mention another user in a note, type @ in the text field. A list of available users will appear for you to select from, or you can continue typing the name manually. standard Package

   • The mentioned user(s) will receive a notification pop-up. Users can open the notifications notifications menu and click the desired notification item to go to the page where they were mentioned.

3. To add a clickable link in a note, enter the full URL including the protocol (for example, https:// or http://).

   • Links will only be clickable when the complete URL is included. This is useful when referencing other parts of the system, such as a formulation or ingredient.

4. You may use the following prefixes for reminders when typing a note:

   1. Type !remind on your keyboard to set a reminder for another user.
      1. Example: !remind @Alyssa in 1 hour, please dispense this record
   2. Type !remindme on your keyboard to set a reminder for yourself.

      1. Example: !remindme at 12:22 to start this preparation

   • When the reminder triggers, the mentioned user(s) will receive a notification pop-up. Users can open the notifications notifications menu and click the desired notification item to go to the page where they were reminded.

5. You may use the following prefixes to set the priority when typing a note:

   1. Type ! on your keyboard to set as medium priority.
   2. Type !! on your keyboard to set as high priority.
   3. Type !!! on your keyboard to set as popup priority.

6. Press Enter directly on your keyboard to add a note.

Editing or deleting a note

In the ‘Activity’ section, you may:

1. To edit a note’s importance, click on the more_vert icon.

   1. Select one of the following options:
      1. ‘Default’ – sets the note colour to black or default.
      2. ‘Medium’ – sets the note colour to yellow.
      3. ‘High’ – sets the note colour to red.
      4. Show popup – sets the note colour to red and displays a popup alert each time that page is opened.

2. Depending on which note you want to edit:

   1. For an older note, click on the more_vert icon.

      1. Select the ‘Edit’ button from the drop-down menu.

   2. For the most recent note, click on the blank input field.

      1. Press arrow_upward directly on your keyboard.

   3. Edit the note as desired.

   4. Click on the ‘subdirectory_arrow_left Save Changes’ button.

3. To permanently delete a note, you may:

   1. Click on the more_vert icon.
   2. Select the ‘Delete’ button from the drop-down menu.

Viewing changes made

When a record is edited, it is also documented in real-time, and all of the details can be viewed accordingly to provide transparency.

In the ‘Activity’ section, you may:

1. Hover on the ‘User edited record’.
2. Click on the info icon to view the changes made.
3. Click on the ‘Done’ button.