How Can Technicians Access and Manage Job and Visit Notes in the BuildOps Mobile App?
Technicians using the BuildOps mobile app can access and manage job and visit notes through various features and workflows. This article provides an overview of where notes are located, how to access them, and how role-based permissions affect their visibility.
Overview of Notes in the Mobile App
The BuildOps mobile app allows technicians to view and manage notes related to jobs and visits. Notes can be added in different sections, such as the Visit Summary or Property Instructions, and are visible based on permissions and settings.
Accessing Notes
Visit Notes
Visit notes are located in the Visit Summary section of the mobile app.
Once a technician adds a note, it becomes visible to all technicians assigned to that visit.
The Visit Summary displays the number of notes added, who added each note, and the date and time of entry.
Property Instructions
Notes added under Jobs > Property Instructions are visible in the mobile app.
These notes typically include on-site details such as gate codes, parking information, and special instructions.
Work History
To view all past jobs and their notes/photos for a property, use the property-based search: - Tap the search (magnifying glass) icon. - Search for the property name. - Open Work History. - Select the past job. - Open the visit to view history, notes, and photos.
This workflow provides access to the full job history associated with a property.
Role-Based Permissions and Note Visibility
Understanding Permissions
Role-based permissions determine whether technicians can view job notes in the mobile app.
If the "View Job Notes" permission is enabled for a technician’s role, they can see job notes even if the job-level "Share with techs on mobile" toggle is off.
Managing Permissions
To control note visibility:
Navigate to Roles and Permissions for the technician’s role.
Disable the "View Job Notes" permission if you want to restrict access.
Important:
Role-level permissions override job-level sharing toggles.
If the role permission is disabled, technicians will only see notes when the job-level "Share with techs on mobile" toggle is enabled. Adjust both settings to achieve the desired visibility.
Troubleshooting Common Issues
Notes Still Visible Despite Restrictions
If notes marked as non-viewable still appear in the mobile app, check the technician’s role permissions.
Ensure the "View Job Notes" permission is disabled for roles that should not access these notes.
Best Practices for Managing Notes and Permissions
Regularly review and update role-based permissions to align with your organization’s policies.
Use the Visit Summary and Property Instructions sections to provide clear, actionable notes for technicians.
Leverage the Work History feature to access comprehensive job and property details.
By following these guidelines, technicians and administrators can effectively manage job and visit notes in the BuildOps mobile app.