Before you begin
- Ensure you are logged into the Elda (Chrome) Scheduler application. See our article Getting Started with Scheduler for more.
- The job details form is open. See our linked article for the steps on how to open job details.
- Navigate to the notes tab.
Adding Job Notes
1. Right click on the table and click Add Job Note.
2. You can assign a user to follow up the note, a date to follow-up by and a note.
Click the Save Button. An email notification will be sent to the follow-up user to action.
Editing Job Notes
Note - Only notes that have been created by you can be edited.
1. Double click on the row you need to edit.
2. You are allowed to update the follow-up by date and the note. Click the Save button.
Deleting Job Notes
Note - You can only delete notes created by you and have not been finalised.
1. Select and right-click on the note you wish to delete. Click on Delete Note.
2. Click Yes when prompted.
Finalising Job Notes
Note - You can finalise notes that have been assigned to you.
1. Double click to open a note assigned to you
2. Click on the Finalise checkbox and click Save.
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