How notes work
When information about a contractor doesn't fit into any existing field or feature, you can add that information as a note.
This may include extra billing information, job descriptions, compliance information, or any miscellaneous information you want to record for a contractor.
You can add notes at either the organization or member level. Notes in an organization or member's profile can be added, edited, or removed by any Contractor Manager with access to that organization.
WhosOnLocation makes it very easy to add notes against contractor records, both at the organization level, and the member level.
There are two varieties of notes that you can add in WhosOnLocation:
- Notes held against a member's profile
- Notes held against an organization's profile
These can only be added when viewing an organization or member’s profile respectively.
Notes in an organization's or member's profile can be added, edited, or removed by any Contractor Manager with access to that organization.
You can search for notes in an organization or member's profile by note type or subject, and sort your notes list by date created or note type.
You can view a summary of changes and edits to a note by clicking the Logs button next to a note. Logs detail who created the note and when, and a summary of any changes that are made, by who and when.