Adding Notes

When using a mobile phone to record a job using WorkfloPlus, on each step, there is the option to add a note for that step. This is designed to capture any additional information relating to the task the user is completing, or to raise an issue or follow up work.

To access Notes, select the side menu and then select Notes to open the screen. 

To start adding a note, tap the screen to activate the keyboard than write your note. When it is complete, select the tick to confirm and save the entry.

To view a note added to a step in WorkfloPlus, on the step you wish to check, you also select the side menu and then Notes.  

The notes you have added can also be viewed using the WorkfloPlus Dashboard. On the Dashboard, select Jobs. Find the relevant job from the list presented and select it to open a page that includes a record of each step. Select the step you wish to view to open a further page and, if notes were added to that step, they will be shown in the Notes field.

The Notes facility is not available when using a Realwear HMT device.

Alana is the author of this solution article.

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