Adding and Managing Notes in ZetaSafe
đĽ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
Notes can be added to key elements within ZetaSafe, including assets, task results, and locations. They can be appended at any time, and supporting documents can be uploaded alongside them as needed.
Where to Access Notes
Notes are accessible from several areas in ZetaSafe:
Widgets
Notes can be viewed directly from customisable widgets on your dashboard.
Side Menus
Access notes via the side menus on the following screens:
Client Management
Asset Details
Location Details
List Views
View and manage notes in list format:
List View | Location |
Result Notes | Found within task result lists |
Asset & Location Notes | Accessible from the Client Management screen side menu |
Taking Bulk Actions on Notes
To act on multiple notes at once, navigate to a list view of the notes and follow these steps:
Select the notes you wish to act on.
Click Act on Selected to view the available bulk update options.
Alternatively, click Act on All to select every note across all pages of the list.
Choose the action(s) you wish to apply from the options below.
Available Bulk Actions
Action | Description |
Change the Status | Update the status of the selected notes |
Add Text | Append additional text to all selected notes |
Change the Job Number | Modify the job number across multiple notes |
Change the Contractor | Assign a new contractor to all selected notes |
Change Immediate Action Required | Update the immediate action required field |
Change the Fix By Date | Amend the deadline for fixing the issue |
Change the Job Cost | Modify the associated job cost |
Select Users to Alert | Notify specific users about updates to the notes |
Things to Keep in Mind
â ď¸ Reactivating a Deactivated Asset: If an asset's status is Deactivated and you are attempting to change it to Active, no other edits will be applied during the same update. To avoid this:
First, reactivate the asset and save the change.
Then reselect the asset and apply any additional edits in a separate action.