Work Order Notes

Add or edit notes that are related to a Bluestreak work order.

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00:04 What we're going to talk about, work order notes, so once logged into blue streak and I already have a work order open here in another tab, so I'm going to go to that work order and I'm going to go to notes on the general page or any page of a work order for that matter in the navigation under notes, it will show the number of notes already attached in parentheses by the number to look at. I'm open the notes and it'll give you all notes you want to filter by types of notes. You know, I only want to see invoice notes, so I'm going to go back to the all notes and there's advanced filtering your. I don't think it's true, necessary on the work order and want to use, but just know it's there. So you have notes that are copied in when an order is created notch, where these individual notes came in, there were set at the customer level.

00:52 There's a shipper note, internal and internal note. There was a, uh, inspection, no certification, no. These are all known types in the system. Things to note, here is specification. Note you'll notice there's no editing capability here, knows came from the specification, at least one specification attaches superseded, so obviously you know my process is a little out of date, so that's not editable. No specification note is editable standard rule. You can add them, but they're not editable once you add them. So let's go through adding a note, put the add button. You picked the type. There is a wide variety of types here and I'll just give you a quick description of there's an start. Certification note is a pop-up note on a certification is created. Concession granted is our concession granted note for out of SPEC shipping. This is typically where if you had on a spec addition, this would be something you would be dealing with when you're adding a shipper or you can do it ahead of time by going through the work order, adding concession granted note and you know the contact information to titled Session type and then the body of the note can't use that.

02:02 Then you have a contract review note, which is a. it's an auto function on our side. We have a auto contract view feature set up for you and then this will be a type of note that you, the system adds automatically. You can use the normal to ed, but it doesn't have a function past other than a note on the order. Typically it comes from a contract review auto contractor you've feature and we have an inspection which you can add manage from the park, from the customer, and then it copies this note from work or or you can add it here and this is a note that shows up on the printed work order as an inspection note is an internal note just that it's internal to the work order, doesn't pop up anywhere, invoice, not invoice note, pop up copies of the invoice, email invoices to charge premium charge and this would pop up in front of the person doing the invoice for this order and there's a load note.

02:58 Now notes have to be attached to loads that have been run in production pathway so we can pick it. Does load has not been tracked so I don't have or disorder has not been tracked, so I don't have a load to select to select the load in the subject and message a shipper note, this is a pop-up note when a shipper is at it and it prints on the shipping document or the packing slip. Then there is another type of shipping note. It's called shipping note internal. This will pop up when you add a shipper, but it will not print on the packing slip. There's a specification note. You can add a specification notebook. You might if you add them manually, they are non editable and non deletable types. Here we have a status note. This is more of a system. Know when you manually change the status on a work quarter, you're required to put in a reason for change so the system has a note type for that status.

03:56 No, you can use it manually from here as well, but you know, just so you know where it's driven from, there's a temper note. This works with production pathway and our contemporary history feature, which we're tracking a load for tempering operation on. You can put in a time temperature and then it'll add a note to the order as part of the record keeping what the operator actually said. They did an order note, which is an adult that is internal to the work or prince on the work order. You gave it a subject in a message and then say insert and it says it as a record to the work order. If you want to delete a note to select a line, delete. OK, and the note's gone. There's a record in the system and change log about it being removed, but other than that, that's all there is to notes.