Asset Notes Overview
đ„ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
Asset notes allow you to record important information directly against an asset, independent of any scheduled task or result. This is useful when an issue needs to be captured for future action but no specific task has been assigned â for example, reporting a broken cover on a fire alarm control panel.
Note: Asset notes cannot be deleted from ZetaSafe once created.
Where to Access Asset Notes
Asset notes can be viewed and managed from several areas in ZetaSafe:
Area | Description |
Open Asset Notes Widget | A configurable dashboard widget that displays open asset notes and can be customised in various ways |
Client Management Screen | Provides a view of all asset notes across the entire client database |
Asset Details Screen | Access asset notes via the side menu for any given asset, regardless of status. Notes are also listed at the bottom of the screen, below the asset documents section |
Document Explorer | Documents attached to asset notes are visible and fully searchable here |
Watching User Emails | Users added as watchers receive email notifications when a note is updated, unless they opt out or the note is closed |
Asset Notes and Documents
Documents can be attached to an asset note either when it is first created or at a later stage. Attached documents are accessible from:
Asset Details Screen side menu
Documents Widget
Document Explorer
Note: All asset note documents are fully searchable in the Document Explorer.
How to Add an Asset Note
Navigate to the Asset Details Screen for the relevant asset.
Select Add Asset Note from the side menu.
Complete the note details and save.
How to Edit an Asset Note
Asset notes can be edited at any time. Documents can also be attached to support the note.
1. Locate the Note
Find the note using one of the following methods:
Search by the note identifier (all asset notes begin with "AN...")
Navigate to the relevant asset and view notes from the Asset Details Screen
Select the note from the Open Asset Notes Widget or another list view
2. View and Edit
Asset notes are listed at the bottom of the Asset Details Screen, below the asset documents section.
They can also be accessed via the side menu to view in list format.
3. Add a Comment
Scroll to the bottom of the note's screen and enter your comment directly in the comment field.
4. Add a Standard Comment
Click on the desired comment from the standard comments list to append it to the note.
5. Edit Note Details
To amend fields such as Fix By Date or Contractor, select Edit from the side menu.
Note: The Note ID is automatically assigned by ZetaSafe and cannot be edited or removed.
Things to Keep in Mind
Asset notes cannot be deleted â ensure notes are accurate before saving, as they are a permanent record in ZetaSafe.
Watcher notifications are automatic â ensure relevant team members are added as watchers to stay informed of updates.
The "AN..." prefix makes asset notes easy to search for across the system.