Create a new note
On the establishment details page notes can be added to an establishment to record conversations that aren’t part of a formal inspection. Select a Note Type to categorize your notes based on things like the type of interaction (call, email, etc.). These note types are customizable in your system settings.
Files can also be added to a note via the ‘Choose file’ button within the form or by dragging and dropping the file into the note input box.
When a file is dragged and dropped it will display within the activity feed. When a file is selected it will display as an attachment.
Edit or delete a note
Notes can be edited or deleted from the Establishment Feed by selecting either the Pencil icon for ‘Edit’ or Trash can for ‘Delete’ within the note.