Location Notes Overview
đ„ Video Walkthrough: A video guide accompanies this article â watch it here.
Overview
Location Notes are used to record incidents or issues related to a specific location in ZetaSafe. They differ from result and asset notes in that they offer additional features, such as tracking who reported the issue and the method of reporting (e.g., email or phone).
Where to Access Location Notes
Location Notes can be viewed and managed from several areas in ZetaSafe:
Area | Description |
Location Notes Widget | Can be added to your dashboard and customised to display information in different ways |
Client Management Screen | Provides a comprehensive view of all location notes across the entire client database |
Location Details Screen | View all location notes for a specific location and its sub-locations via the side menu |
Document Explorer | Displays any documents attached to location notes |
Watching User Emails | Users added as watchers receive email notifications when a note is updated, unless they opt out or the note is closed |
Documents and Location Notes
Documents can be attached to a location note either when it is first created or at a later stage. Attached documents are visible in the following areas:
Location Details Screen side menu
Documents Widget
Document Explorer
Note: All location note documents are searchable and are identified by the prefix "HD...".
How to Add a Location Note
Location notes can be added in two ways:
Option 1 â Via the Dashboard
Click the Add Location Note icon on your ZetaSafe dashboard.
Option 2 â Via the Location Details Screen
Navigate to the relevant location in ZetaSafe.
Open the side menu and select Add Location Note.
How to Edit a Location Note
Location notes can be edited at any time. Additional documents can also be added to support the note.
Find the note â search by note identifier, navigate to the relevant location, or select the note from the Location Notes Widget or another list view.
Edit the note â click on the note to open it.
To add a comment, scroll to the bottom of the screen and enter the new comment.
To amend other details (e.g. Fix By Date or Contractor), select Edit from the side menu.
Export the note â location notes can be exported from any list view or widget (see View/Export Location Notes).
Note: The Note ID is automatically generated by ZetaSafe and cannot be edited or removed.
Things to Keep in Mind
Watcher notifications are automatic but can be opted out of â ensure relevant team members are added as watchers to stay informed of updates.
Documents are searchable via the "HD..." prefix, making it easy to locate attachments across the Document Explorer.
Sub-location notes are visible from the parent location's Details Screen, giving you a complete picture without navigating to each sub-location individually.