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.

    Add-organization-notes.png
  6. Select the type.
  7. Enter the subject.
  8. Enter the note.
  9. Click Save.

    Orgaization-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.

    Member-Notes.png
  7. Select the type.
  8. Enter the subject.
  9. Enter the note.
  10. Click Save.

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 MRI OnLocation.

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.

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

    Add-note-document.png

To delete a document, click Remove.