WorkJobs
Worksheet Notes and Follow-On Notes
How to use the worksheet note and the saved note timeline on a job without mixing up what each one is for.
Jobs have two different note areas, and they do different jobs. The short worksheet note is for the next visit. The saved notes section is for timed instructions or ongoing context that needs to stay with the job over longer periods.
Worksheet Note
- Worksheet Note: This is the quick operational note on the job form itself.
- Best use: Short site instructions such as gate codes, parking details, tools to bring, or the exact thing the team must not miss on the next visit.
- When to leave it blank: If the note is not useful to the next person carrying out the work, leave it empty rather than filling it with general background.
- What it affects: The worksheet note shows on the Job detail view, is searchable from the Jobs list, and is pulled into later worksheet and document output where job notes are collected together.
Saved Job Notes
The saved notes section only appears once the job already exists. That is why you see it while editing a job, not during the very first save.
- Content: Use this for fuller instructions that do not belong in a single short worksheet note.
- Display On: Choose whether the note should appear on Planner, Worksheet, or both.
- Number of times: This appears when the note is set to show on Worksheet. Use it when the note should follow the next few worksheet visits and then stop.
- Start Date and End Date: Use these when the note should only be active for a limited period.
Active and Historical Notes
- Active notes: Notes whose dates still cover today appear as active notes on the Job detail view.
- Historical notes: When a note has an end date in the past, it moves into the historical list instead of cluttering the live instructions.
- Why this matters: This lets you keep time-limited instructions without losing the record that they ever existed.
Which Note Type to Use
- Use Worksheet Note: When one short instruction should travel with the job into day-to-day operations.
- Use a saved note: When the instruction has timing, needs to appear in Planner as well, or needs to stay in a clearer note history.
- Use both: That often makes sense. A short worksheet note can carry the headline instruction, while the saved notes section keeps the fuller background and date limits.
Related articles
- Creating a Job from the Dashboard: Shows where the worksheet note sits during the first save.
- Editing a Job: Useful when you are returning to the job to add or change live notes.
- Job Detail View: Covers where active and historical notes appear after save.
- Adding a Job to a Worksheet: Useful when you want to understand how the job carries forward into worksheet work.