Embedded Files
Recording Notes on Batches
Recording Notes on Batches
Web
To record a note for a batch you must already have a batch created.
Click on the name of the batch you want to add a note to, this will open the Batch Details screen.
On the batch details screen, click on the Notes tab.
To add a note, click Add Note button.
The Note Window will pop up.
The following information is required in the Notes window:
Type: From the drop down menu select what the note is for General, Maintenance or Health.
Date: Select the desired date from the calendar that appears.
Subject: Type in the what the note is about.
Message: Type in the desired message for the note.
To finish the note, click Save.
Once saved, the note will appear in the list of notes for the batch.
To search for notes, click the Search bar and enter by subject or message of the note your are looking for.
The following information are actions used for Recording Notes on a batch:
Pin: To pin the note select the Pin icon beside the note, it will turn black.
Note: To view all pinned notes select the Pinned Notes button at the top of the Pin column. By clicking the button a couple of times it will sort the pinned notes from top to bottom, bottom to top or put them back according to date.
Edit: To make changes to a note select the Edit Pencil beside the note you wish to edit.
Remove Note: To delete a note, select the Remove Note icon beside the note you wish to delete.
Recording Batch Notes on the Mobile App
Recording Batch Notes on the Mobile App
Mobile
Click on the name of the batch you want to add a note to, this will open the batch details screen.
Note: To record a note for a batch, you must already have a batch created.
Click on the farm that contains the batch you want to add a note for (in the side navigation).
Select the Batch that you want to add the Note to.
You can do this from either the side navigation or the Batches screen that you'll be taken to after clicking on a farm.
On either the Batches screen or the Batch Details page, click the Notes button.
To add a note, click the + button.
The following information is required to create the Note:
Date: Enter the date of the note.
Type: Select the note type from the drop down list.
Subject: Enter a subject for the note.
Message: Enter a message.
Once the required information is entered, click Save to finish creating the note.
To search notes, click the Toggle Filter button.
The Filter window will appear, enter the required information you are wanting to search by.
To begin the search, select Apply Filter.
The following information are actions used for Recording Notes on a Batch:
Edit: To make changes to a note select the Edit Pencil beside the note you wish to edit.
Pin: To pin the note select the Pin icon beside the note, it will turn black.
Delete: To delete a note, select the Remove Note icon beside the note you wish to delete.
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