Viewing and Adding Notes and Attachments in SC Mobile
On the Notes tab of the work order details screen, you can see notes with additional info about the work order. Notes include the following:
- Comments entered manually by employees and providers
- Notes generated automatically by the system, such as when the work order status changes, or when the request is reassigned
- Files attached to the work order
- Any pinned note that is the current most important/pressing note for the work order
A number next to the blue envelope on a note indicates how many people were notified about a note added to a work order. Tap the envelope to view the email addresses of alert recipients.
- Go to the Notes tab on the desired work order.
- Tap Add Note or Attachment. The Add Note screen appears.
- Choose what you want to add to the work order — note, attachment(s), or both:
- Note. Enter a comment in the text field.
Attachment. Tap Add Attachment, and then choose whether you want to pick a file from your device's gallery or take a new photo or video. To save the photo/video to your gallery, set the Save to Library? toggle to Yes. You can add multiple attachments.
Only add files and notes related to the work order. Your facilities team and all service providers will see the files and notes you attach.
- (Optional) To prompt recipients to take action, set the Action Required? toggle to Yes.
- Tap Proceed. The Notifications screen appears on iOS and Recipient screen on android.
- Expand either Recipients or Followers to view and select who to notify or not. The Followers subset are those who have elected to follow this work order and automatically are checked to receive notification updates. You may choose to deselect those addresses at this step.
- Tap on Tap to Select next to the desired email addresses you wish to notify or tap on the checkmarks to deselect addresses you wish to not notify.
Note: The provider's email address is selected by default and anyone else following the work order. - (Optional) Tap Add Email, enter the address, and then tap Done.
- Tap Send. Your note and attachment(s) are added to the work order, and the selected recipients are notified.
How to Pin a Note
- Tap on the note.
- Select Pin Note.
The note will show up at the top of the notes list.
To Unpin
- Tap on the pinned note.
- Select Unpin Note.
- Note: You can only pin one note at a time.
