Notes & History

Notes are used throughout the system to communicate between members of the team and provide in-context information. History of user actions and events will also be shown within the notes to communicate and record actions taken by other users.

1. When a note is added the author of the note, time it was created, and contents are displayed.
2. Once a note has been created, to see more actions, click on the more_vert icon next to the note. This will allow you to:

   1. Select the importance of the note between:

      1. ‘Default’ – Will set the colour of the note to clear.
      2. ‘Medium’ – Will set the colour of the note to yellow.
      3. ‘High’ – Will set the colour of the note to red.
      4. ‘Show a popup’ – Will set the colour of the note to red and alert the user with a popup every time the page is opened.

      When typing a new note add:

      1. ‘!’ to set the importance of the note to medium.
      2. ‘!!’ to set the importance of the note to high.
      3. ‘!!!’ to set the importance of the note to popup.

   2. Edit the note.

      1. Only notes written by the user can be edited.
      • When typing a new note, press the up arrow to immediately jump into editing the note above.

   3. Delete the note.

      1. Notes may be deleted by anyone.
3. ‘Notes’ also serve as a change log, where edits made to certain field in the system are recorded under and will display the user who made the change and the change made.
4. To see more details of the edit made, click on the note. This will display a pop-up with the changes made by the user, including the date and exact changes made