Service Service Ticket Overview Field Notes

Field Notes Form Definitions

The Field Notes form is used to enter information pertinent to the Service Ticket.  This form is divided into two tiers; the upper tier displays previously saved Field Notes and the lower tier is used to enter a new Field Note.

As notes are saved to the Service Ticket, the number in parenthesis behind the Field Notes label will be incremented by 1.  This alerts the User that there are notes on the ticket without having to navigate to the Field Notes form to see if there are any notes entered.

When entering a new Field Note, there are two options available from which to select; Access Level and Resolution Note.  Both of these options will be described below.  Each field note is an alpha-numeric field that may contain up to 1,024 characters.

Access Level

The Access Level determines which Users will be able to view the note once it is saved.  This access level is tied to the User Group Access Level in SedonaSetup User Group Security.  If the note is save with an access level 1, then all Users assigned to a User Group with an access level of 1 or higher will be able to view the saved note.

Any note saved with an Access Level of 1 may be printed on the Service Ticket if the Hide Field Notes option is not selected when printing the ticket.  If the note should not been seen by your customer, the Access Level would need to be set to a level higher than 1.

This is a required field; the Access Level will default to 1.

Resolution Note

If the note being entered is considered the resolution note i.e. explains how the problem was resolved, this option should be selected.  When generating the Service Invoice, the User has the option of including the note saved as the Resolution Note into the Memo field of the invoice.

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