Adding Progress Notes To A Job

Progress notes are simply a series of short notes that are attached to a job by the staff. They are used to provide a running commentary about the status of a job or just general information about the job itself. There is no restriction as to how many or how long the progress notes are.

Once a progress note has been written and attached to a job, a short header is automatically generated that records the time and date it was written, the person who wrote it, and a brief indicator of why the note was written. The progress notes are then permanently attached to the job and become read-only. Further notes can be added to the job, however, the existing progress notes cannot be altered in any way. This ensures that an accurate history log can be recorded for every job.

From the Explorer or the Job Finder,

Open the job.
Click on the Add Progress Notes button.
This will open the Action: Add progress notes screen.
Enter the progress notes into the Details section.
Click on OK.

The new progress notes have been added.