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roaddirect>Development at 02:19, 7 May 2019

2019-05-07T02:19:43Z

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== Field Staff Notes ==

These are generated in three different ways by field staff onsite. Office staff will refer to these notes when creating invoices.

{| class="wikitable" style="width: 100%;"
| style="width: 33%"| 1 Field Staff Task Note
| style="width: 33%"| 2 Field Staff Closure Note(s)
| style="width: 33%"| 3 Field Staff Invoicing Note
|-
| style="width: 33%"| [[File:create-task-driver.jpg|thumb|300px|center|Field Staff Task Note]]
| style="width: 33%"| [[File:closure-field.jpg|thumb|300px|center|Field Staff Closure Note]]
| style="width: 33%"| [[File:invoicing-note.jpg|thumb|300px|center|Field Staff Invoicing Note]]
|-
| style="width: 33%"| When a staff member creates a task using Record Time in eBoard, they will add a note on the initial screen. This note shows under Field Staff Task Note when you hover over a task in Tracking Beast Mode.
| style="width: 33%"| When adding equipment to a task in Tracking, a note can be entered about the type of closure(s) set up onsite or why certain equipment was used. A new note can be added when editing equipment. This can be helpful to explain any differences from the planned closure(s) to the closure(s) set up onsite.
| style="width: 33%"| When adding equipment to a task in Tracking, a note can be entered for the use of staff creating an invoice (for example, any extra charges incurred while onsite, or if planned equipment was not used). A new note can be added when editing equipment.
|}

== Office Notes ==
These are generated in three different ways by either field staff onsite or office staff. Office staff will refer to these notes when creating invoices.

{| class="wikitable" style="width: 100%;"
| style="width: 33%"| 4 General Notes
| style="width: 33%"| 5 Daily Job Note
| style="width: 33%"| 6 One-Off Charge
|-
| style="width: 33%"|
<ul style="margin:auto;text-align:center;">
<li style="display:inline-block;">[[File:driver-note-dialog-outlined.jpg|thumb|180px|none|Field Staff General Notes]]</li>
<li style="display:inline-block;padding-left:10px;">[[File:job-details-note-dialog.jpg|thumb|180px|none|Office General Notes]]</li>
</ul>
| style="width: 33%"| [[File:daily-job-note-outlined.jpg|thumb|300px|center|Daily Job Note]]
| style="width: 33%"| [[File:job-details-one-off.jpg|thumb|300px|center|One-Off Charge]]
|-
| style="width: 33%"| These can be made either when a field staff member is editing their times in a Tracking task or by office staff in the Tracking job details screen.
| style="width: 33%"| Day specific job notes can be recorded in eBoard (for example, if there are any reminders for field staff for a job or any extra invoicing information). Office staff can record these by using the Add/Edit Daily Job Note under the context menu for the job on eBoard.
| style="width: 33%"| One-off charges can be added by office staff on the Tracking job details screen once a job has been created in Tracking (for example, any extra charges incurred for extra equipment bought on the day of the job).
|}

== Reference Images ==
[[File:beast-eboard-numbered.jpg]]
[[File:beast-history-numbered.jpg]]
[[File:one-off-charge-beast-numbered.jpg]]

[[Category:eBoard]][[Category:Tracking]]

Overview of eBoard and Tracking Notes - Revision history

User: 1 revision imported

roaddirect>Development at 02:19, 7 May 2019