Job Notes

Overview

Job Notes allow users to record important details related to a Job, ensuring that inspectors and relevant teams have the latest updates.

Job Notes can be added from a Case or Job Record.
When added from a Case Record, a notification is sent to the Inspector who owns the Job.
Notes can include formatted text, attachments, and key observations related to the Job.

1. Creating a Job Note

To add a Job Note:

From a Job Record:

Open the Job Record.
Scroll to the Ongoing Client Notes section.
Click New.
Enter the Subject and Content of the note.
Click Save.

📌 Tip: Notes can be formatted with bold, italic, lists, and images for better readability.

From a Case Record (with Inspector Notification):

Open the Case Record linked to the Job.
Navigate to the Ongoing Client Notes section.
Click New.
Enter the note details and tick "Notify Inspector" if required.
Click Save—this sends a notification to the Job Owner (Inspector).

📌 Tip: This feature ensures Inspectors are alerted about new updates from the Contact Centre.

2. Viewing & Managing Job Notes

To view existing notes, go to the Job Record > Ongoing Client Notes.
Click on a Note Name to open and review details.
Notes can be edited or deleted by authorised users.

📌 Tip: Notes remain linked to the Job for historical reference, ensuring all critical information is retained.

3. Best Practices for Job Notes

✅ Use clear subjects to summarise key points (e.g., Urgent Follow-up Required).
✅ Attach supporting files (e.g., photos, documents).
✅ Use the Notify Inspector option when critical updates need immediate attention.
✅ Keep notes professional and factual—they may be referenced in reports.

4. Reporting on Job Notes

Supervisors can generate reports on:

Number of Job Notes added per case.
Notes flagged for Inspector notification.
Types of notes added to Jobs (e.g., follow-ups, legal concerns, updates from informants).

📌 Tip: Tracking Job Notes helps maintain transparency and ensures all stakeholders have up-to-date information.