Field Notes Tool

I.  Introduction

The Field Notes Tool is available throughout the Field Section. Click on the Notes button (see above) to open the Notes pane to add a note (text), photo, or spreadsheet to record information either for yourself or for your company. You can use the Notes pane to do first drafts of drawings, enter reminders, etc.  

Example: 

"The client requested an inspection (Asbestos, Termites, Lead, Gas, and Electricity) of a house.
On arrival, I noted that there was no gas installation, so, I could not perform the Gas Inspection for this property." 

  I.A  Managing the Notes Tool's Buttons

The  buttons on the bottom of the Notes pane let you change the mode of the Notes pane to use these tools:

displays the Notes Pane Width Edit window.  

1.  Enter the minimum width that you want to set for the Notes pane, in pixels.

2.  Click on . To cancel the operation, click on .


enables Text entry mode.

enables Drawing Mode, and saves your drawing in the Photos folder for this Client. 

    allows you to delete the entire drawing.

    allows you to undo unsaved changes.

   allows you to erase as you drag it across the Drawing.

   allows you to select the drawing color (double-click to select).

   The saved file name is Notes.jpg. 

adds a spreadsheet, and saves it in the Tableur folder for this Client.  

The saved file name is Note_Dossier.xls  You can also edit the spreadsheet from its file location using Excel or LibreOffice to access more advanced spreadsheet functionality.  Do not change the filename, or your spreadsheet will no longer display in the Notes pane.  The following buttons are available at the top of the spreadsheet:

 Cut

 Paste

 Copy

 Undo / Redo

 Additional functions menu

 

    • Import a template - allows you to open a saved file from your hard drive.
    • Save as a default template - allows you to save this file, and use it as the template for Job Notes on all future Job Orders.  
    • Save a copy as - allows you to save a copy on your desktop.


locks the Notes pane in display mode (for all orders).

You can also click on  (the Notes button) to close the Notes pane, and unlock it from the display.

unlocks the Notes pane in display mode (for all orders).

toggles between Full-screen and Window pane modes.