Journal Entries

  • Updated

You can Create and view J

ournals in the following places in the Assignar Web App (also known as Dashboard)

  • Orders

  • Projects

  • Form Results

  • Assets

  • Clients

  • Timesheets

  • Users

  • Suppliers

Journal Entries can include text, and an optional image attachment.

Create and View Journals in the Web App

In all cases, Journals are available as a Tab along the top of the item’s detail view, as shown below.

View Journal entries by scrolling the list, or by selecting using the search bar to find the entry you are after - you can search on the Journal Entry’s content, or by the person who added it.

Create Journal Entries by selecting “Add New Journal Entry”. In addition to Journal Text, you can attach any kind of document to your Journal Entry. Once created, Journal.

Edit Journal Entries by clicking on the “Comment” text of an existing Journal entry to enter editing mode.

NEW: Order Journal Entries in the Fieldworker App

Order Journal Entries can now be created and viewed in the Fieldworker app!

You can now optionally make Order Journal entries visible from the fieldworker app. When you create a Journal entry on a Work Order, select “Show journal in fieldworker app”, and that journal entry will be available to all workers allocated on that order.

It is completely optional to show Journal entries in the fieldworker app - you need to enable this on each Journal Entry that you create.

Fieldworkers who are allocated to this order can access these Journal Entries in their app from the menu within their Allocation.

Fieldworkers can also create new Journal entries for Orders they are allocated to. Go to the allocation, select Journals, then “+ Add New”. Order Journals now appear in the Activity Feed, so you’ll be able to see when new journals are created by fieldworkers.

Journals created by fieldworkers are visible to all fieldworkers. You can change this by toggling the “visible to fieldworkers” button.

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