User Journal Entries User Journal Entries

User Journal Entries

Adam Klug Adam Klug

Journal Entries are a great way for you to keep notes on your users. If incidents occur or performance reviews. You can add notes, attach files and the entries are date and time stamped, great for keeping record. 

  1. Click Users > Fieldworkers/Dashboard users > Journal to view and/or add journal entries.

  2. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.

  3. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.

  4. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.

  5. Type the journal entry in the text box (up to 1000 characters).

  6. Click the Choose File button to browse for a file to attach to this journal entry (optional).

  7. Click the + Add comment button to save the new journal entry.

  

  1. Click on the file attachment icon next to an existing journal entry to open or download the attachment.

  2. Click the downloaded file at the bottom of the screen to open the attachment.

NB. This may appear slightly differently depending on your computer’s settings.

See Also documentation on all the places you can make Journal entries in Assignar

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