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Managing Location Notes for a Location

Managing Location Notes for a Location

Owned by Joseph Yarborough (Unlicensed)
Last updated: Mar 21, 2025 by Lamont Eddins

Every Location Note Header created in the Administration module appears under this Location Notes tab. Depending on how each Location Note Header is configured, the information listed here may appear in the Dashboard or in correspondences with service providers when work orders are dispatched.

It is best to input as much information as possible, as information that is visible to your service providers and location users will help them be more efficient during the life cycle of the work order.

Manage Locations - Location Note Details

⦿ How to Add Location Notes Information:
  1. Open the Location Details for the desired Location.
  2. Click the Location Notes tab. The Location Notes page will appear.
  3. Enter the desired information for each field.
  4. Click Save Location Notes. A green bar appears, indicating the information was saved, and the number of Location Notes Headers with information in the fields will increase count next to the Location Notes tab.
  5. Either click Close on the top-right of the page to exit, or click the appropriate tabs to add location note information, attachments, wiki information, or provider assignments.
⦿ How to Remove Location Notes Information:
  1. Open the Location Details for the desired Location.
  2. Click the Location Notes tab. The Location Notes page will appear.
  3. Remove the desired information out of the field.
  4. Click Save Location Notes. A green bar appears, indicating the information was saved, and the number of Location Notes Headers with information in the fields will reduce count next to the Location Notes tab.
  5. Either click Close on the top-right of the page to exit, or click the appropriate tabs to add location note information, attachments, wiki information, or provider assignments.

Copying Location Note Headers to Another Location

Location Note Headers for a location can be copied into another location at any given time. Using the copy feature is a quick way to change or adding information for a current location or copy into a newly created location. This process increase accuracy, quicker updates for a location, and reduces time spent on adding location notes headers. You can use the copy feature for a single location or multiple locations.

⦿ How to Copy Location Note Headers into Another Location
  1. From within the Locations & Provider Assignment module, select a location that needs copying
    Locations and Provider Assignment homepage
  2. Click the Location Notes tab to enter the landing page
  3. Make your selection(s) on which information needs copying
    location's location note tab
  4. Click the Copy Location Notes button to open the modal
  5. Use the drop-down arrow to select the location from which the notes are coming from
  6. Optional: Click the checkbox if you want to replace location note headers that are currently on the location receiving the copied notes
    Copy feature for location note headers
  7. Click the OK button to copy the notes into the location
  8. A message appears indicating the copy was successful 

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