Work Record Comments can be found underneath the work record information.
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The following features are available for Work Record Comments:
Tags
These allow users to tag their comments to note what the comment is in reference to.
Default Tags are: Pre and Post Work Comment
More Tags can be added through the Administration Center.
Comment Visibility
There are two toggle fields, one for guests and the other for contractors.
If a field is enabled that user type will be able to see that comment.
NOTE: Guests must have access rights to Work Record information to be able to view the comments.
Comment Removal
Administrators are able to delete/inactivate other users' comments.
Admins also have the capability to view inactivated comments and restore them if needed.
Users can delete/inactivate their own comment, but can not restore them.
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Info From Stratton - 11/5/2020 “We have found that some of our customers are constantly appending more and more information to the old comment and/or post-work comments box, which can make things a little awkward when trying to use this text box as a back and forth discussion. |
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Comment threads now allow this to be a true discussion, which each comment tagged to who made it and when they made it. You can also control who can see the threads in the comment. If your system allows guests to see work records, you can now control whether the guest sees a particular comment or not rather than the old all-or-nothing approach. You can also restrict comments to contractor level users, so you can have frank discussions about a contractor's performance attached to the work record for the job that the contractor did. Using the "tagging" method allows you to isolate which type of comment it is, and since tags are editable in the administration center, you can now add new tags to the system in an effort to isolate particular work records in searching. For example, perhaps you have a tree pest inspection project underway, and in doing some routine work on the tree you have an observation for the pest... you can create a comment and tag it for the pest. These tags are searchable, so you could very quickly pull all the work records with a particular "tagged" comment. In the past, to accomplish something like this, the customer would have to work a "keyword" of some sort into the comment and then search for that "keyword" and hope that they were consistent in the spelling and formatting when applying the keyword to the comment. Tagging comments allows you to create flexible "hooks" that allow you to pull that work record in the future without having to set up a specific project, work type, or re-purposing the "priority" field as some of our customers have |
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done” |
Work Record Comments can be added to a work record as a way to communicate details of the work to three groups: Users, Contractors, and Guests. When creating or editing a work record the user can add a comment and select which group it is to be shared with and also assign the comment tags to denote the reason for the comment. The default tags are Pre and Post work.
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The following features are available for Work Record Comments:
Tags
These allow users to tag their comments to note what the comment is in reference to.
Default Tags are Pre and Post Work Comment
More Tags can be added through the Administration Center.
Comment Visibility
There are two toggle fields, one for guests and the other for contractors.
If a field is enabled that user type will be able to see that comment.
NOTE: Guests must have access rights to Work Record information to be able to view the comments.
Comment Removal
Administrators are able to delete/inactivate other users' comments.
Admins also have the capability to view inactivated comments and restore them if needed.
Users can delete/inactivate their own comment, but can not restore them.