Overview of eBoard and Tracking Notes
Field Staff Notes
These are generated in three different ways by field staff onsite. Office staff will refer to these notes when creating invoices.
| 1 Field Staff Task Note | 2 Field Staff Closure Note(s) | 3 Field Staff Invoicing Note |
| When a staff member creates a task using Record Time in eBoard, they will add a note on the initial screen. This note shows under Field Staff Task Note when you hover over a task in Tracking Beast Mode. | When adding equipment to a task in Tracking, a note can be entered about the type of closure(s) set up onsite or why certain equipment was used. A new note can be added when editing equipment. This can be helpful to explain any differences from the planned closure(s) to the closure(s) set up onsite. | When adding equipment to a task in Tracking, a note can be entered for the use of staff creating an invoice (for example, any extra charges incurred while onsite, or if planned equipment was not used). A new note can be added when editing equipment. |
Office Notes
These are generated in three different ways by either field staff onsite or office staff. Office staff will refer to these notes when creating invoices.
| 4 General Notes | 5 Daily Job Note | 6 One-Off Charge |
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| These can be made either when a field staff member is editing their times in a Tracking task or by office staff in the Tracking job details screen. | Day specific job notes can be recorded in eBoard (for example, if there are any reminders for field staff for a job or any extra invoicing information). Office staff can record these by using the Add/Edit Daily Job Note under the context menu for the job on eBoard. | One-off charges can be added by office staff on the Tracking job details screen once a job has been created in Tracking (for example, any extra charges incurred for extra equipment bought on the day of the job). |
Reference Images
File:Beast-eboard-numbered.jpg File:Beast-history-numbered.jpg File:One-off-charge-beast-numbered.jpg
