You can annotate jobs with free-form notes that provide additional information you might want to associate with a job. These can be helpful reminders, or notes about changes that have been made to the job, for example.
To add a note to a job:
- Use the date control in the upper left corner of the Jobs List panel to select the date of a job. You can also change day using the left and right arrows to move ahead or back one day at a time:
If the list of jobs is long, use the search control or the status filter to show only jobs of a particular type. Click the control beside Jobs:, and then choose a status from the menu.
- Click the highlighted name of the job you want to edit in the list, or right-click and select Edit from the contextual menu. The Edit Job dialog box opens:
- Click the Notes tab:
- Type a free-form note relating to the job into the text field. Note that this field should not include any personally identifiable information, such as actual names or contact details, as it will not be returned as part of a PII privacy request:
- Click the Save button. The job note is saved. Edit the job and select the Notes tab to view or edit tags in future.
If the job uses a marker as its location, any notes made on the marker are also shown on the Notes tab.