Access: City Regulators
Overview: How to add, edit, and delete notes.
Check out the video below to see how to add, edit or delete a note on an establishment's profile:
Create a Note
On the establishment information page, notes can be added to record communications that aren’t part of a formal inspection. Under New note, select a note type to categorize your notes based on the type of interaction (call, email, etc.). These note types are customizable in your system settings, as covered in the knowledge base article Notes.
Files can also be added to a note via the Choose files 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's feed under the 'Notes' tab, by selecting either the pencil icon to edit the note, or the trash can to delete the note.