Add or update a contractor note

Learn how to add a note for a contractor organization or member. You need the Contractor Manager user role to access these settings.

You can add notes in various ways but all notes must have a type, subject, and note contents. These help to organize your notes and find notes faster when you have a large collection. It will also help to differentiate what each note is for at a glance.

There is a different set of note types for members and organizations. Contractor Administrators can customize note types in your notes settings.

Add a note for an organization 

  1. Go to Tools > Contractor Manager.
  2. Select Organizations from the left-hand menu. 
  3. Click View next to the organization. 
  4. Select Notes from the left-hand menu.
  5. Click Add New Note.

    Org-Add-New-Note.png
  6. Select the type.
  7. Enter the subject.
  8. Enter the note.
  9. Click Save.

    Org-New-Note.png

Add a note for a member 

  1. Go to Tools > Contractor Manager.
  2. Click View next to the organization. 
  3. Select Members from the left-hand menu.
  4. Click View next to the member you want to add a note for. 
  5. Select Notes from the left-hand menu.
  6. Click Add New Note.

    Contractor-Add-New-Note.png
  7. Select the type.
  8. Enter the subject.
  9. Enter the note.
  10. Click Save.

    Contractor-Add-Note.png

Add documents to notes

You can add documents to any notes that you have created. You can add as many documents as you like to a note and can view these documents from WhosOnLocation.

The documents icon will show how many documents are attached to the note.

To add a document: 

  1. Go to Tools > Contractor Manager.
  2. Click View next to the organization. 
  3. Stay in the Organizations screen or select Members from the left-hand menu.
  4. Click View next to the organization or member. 
  5. Select Notes from the left-hand menu.
  6. Click the Documents icon next to a note.

    Contractor-Add-Note-Doc.png
  7. Click Select File.
  8. Choose a file from your computer and click Open.
  9. Once it has uploaded, you'll see the file in the documents list. Upload another document or click Back to Notes. 

    Contractor-Uploaded-Doc.png

To delete a document, click Remove.

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