Add a Facility Note

Notes can be used to include any special information regarding a facility and can be viewed by all users that have permission to view this screen. Using the notes feature can help your team stay organized and up to date on changes and updates regarding any facility.

Follow the steps below to add a note related to a Facility.

  1. Select Customer Setup > Facilities.

  2. Use the Show All button to view all facilities. Or use the Search field to further drill down your search.

  3. Select the Facility.

  4. Locate and click on the Notes tab from the right-hand side panel. 

  5. Type any notes.

  6. Click Save.