Using Predefined Notes in the Mobile App

The Time Portal Web Application has the option on the List menu that allows for the creation of standard phrases that may be regularly entered into Time Sheet Notes.  This feature is intended to be a time saver for crews that are required to provide documentation that describes field conditions, work activities and other information that must be conveyed to the back office.

In the mobile app, a button will appear near the top of the Edit Notes screen if any Predefined Notes have been created.

To add a Predefined Note into a Time Sheet's notes, just tap the "+" button to display the screen which is illustrated below.  Each item in the list displays the name of the note as well as the text that will be included once the note is selected.  If a Spanish version of the name has been defined, it will be displayed in place of the English name when the mobile device user has selected the Spanish language preference. 

Click the Ok button to use the highlighted note.

As illustrated below, the predefined note's text is appended to the note. The app user may change the note, add text and even append additional predefined notes if desired.