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Arez","assign-complete-and-invoice-a-work-order-in-arez",21,"2026-05-19T08:17:14.493717Z",[],[],{"id":25,"title":26,"subTitle":27,"slug":28,"display_order":213,"status":52,"is_public":53,"updated_at":214,"author":107,"authorInfo":215,"assign_to":216,"module":217},22,"2026-05-19T08:20:01.041770Z",{"id":107,"first_name":109,"last_name":110,"profileImageUrl":111},[],[],{"id":20,"title":21,"subTitle":22,"slug":23,"display_order":219,"status":52,"is_public":53,"updated_at":220,"author":107,"authorInfo":221,"assign_to":222,"module":223},23,"2026-05-19T08:23:13.334217Z",{"id":107,"first_name":109,"last_name":110,"profileImageUrl":111},[],[],{"id":225,"title":226,"subTitle":227,"slug":228,"display_order":229,"status":52,"is_public":53,"updated_at":230,"author":55,"authorInfo":231,"assign_to":232,"module":233},"3db21d59-0103-49d6-97c9-cfd5b2f4d03d","Managing Notes in Arez.io","Step-by-step guide to creating, updating, and managing notes in 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type","worker-holidays-in-arez-operate","2026-05-19T12:23:05.364077Z",{"id":107,"first_name":109,"last_name":110,"profileImageUrl":111},[],[],{"id":318,"title":319,"subTitle":320,"slug":321,"display_order":219,"status":52,"is_public":53,"updated_at":322,"author":55,"authorInfo":323,"assign_to":324,"module":325},"5c0ddbca-7370-4ef1-8e24-80b7c3afc1fc","How to Add a Client in Arez","Step-by-Step Guide for Creating and Managing New Clients","how-to-add-a-client-in-arez","2026-05-05T07:41:04.140449Z",{"id":55,"first_name":57,"last_name":35,"profileImageUrl":45},[],[],{"id":327,"title":328,"subTitle":329,"slug":330,"display_order":229,"status":52,"is_public":53,"updated_at":331,"author":55,"authorInfo":332,"assign_to":333,"module":334},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in 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Arez.","how-to-add-a-system-user-in-arez","2026-05-18T07:55:18.768173Z",{"id":55,"first_name":57,"last_name":35,"profileImageUrl":45},[],[],{"id":354,"title":355,"subTitle":356,"slug":357,"display_order":358,"status":52,"is_public":53,"updated_at":359,"author":107,"authorInfo":360,"assign_to":361,"module":362},"751f953e-9f0e-402e-8059-9eeeb3fde74e","Manual Book On \u002F Book Off – User Guide","How to manually book on and book off a worker","manual-book-on-book-off-user-guide",28,"2026-05-19T13:10:07.794214Z",{"id":107,"first_name":109,"last_name":110,"profileImageUrl":111},[],[],{"id":364,"title":365,"subTitle":366,"slug":367,"display_order":368,"status":52,"is_public":53,"updated_at":369,"author":55,"authorInfo":370,"assign_to":371,"module":372},"ce040d3e-7a6c-4941-b93e-a1b8b526eccd","How to Add a Worker in Arez","A step-by-step guide to creating a new worker profile in 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style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Managing Notes in \u003C\u002Fstrong>\u003C\u002Fspan>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"http:\u002F\u002FArez.io\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Arez.io\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notes in \u003C\u002Fspan>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"http:\u002F\u002FArez.io\">\u003Cspan style=\"color: rgb(0, 0, 0);\">Arez.io\u003C\u002Fspan>\u003C\u002Fa>\u003Cspan style=\"color: rgb(0, 0, 0);\"> help teams communicate, track work progress, report incidents, and maintain a clear record of activity on both reactive and planned preventative maintenance (PPM) work orders.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>What Are Notes Used For?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notes are used to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Keep track of work carried out on a job\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Report incidents or issues\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Share updates and progress with relevant parties\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Maintain an audit trail for reactive and PPM work orders\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note Categories\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When adding a note to a work order, users can categorize it as one of the following:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Notes\u003C\u002Fstrong> – General updates or communication\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Progress\u003C\u002Fstrong> – Updates related to work progress\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Incident\u003C\u002Fstrong> – Used for reporting incidents or issues\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Notes & Progress Section Overview\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Within the \u003Cstrong>Notes & Progress\u003C\u002Fstrong> section, you will find the following features:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Tabs for Note Categories\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the tabs at the top of the section to switch between:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Progress\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Incident\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This helps organize updates and makes it easier to filter information related to the job.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Notes Update Notifications\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">A \u003Cstrong>Notes Update Notification\u003C\u002Fstrong> toggle is available within the section.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When enabled, notifications will be sent whenever a new note is added to the job.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Notifications are sent to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Assigned Worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admin involved in the job\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Adding a New Note\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can add a new note by:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clicking the \u003Cstrong>+ Note\u003C\u002Fstrong> icon in the top-right corner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clicking the link at the bottom of the section that says:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>“Click here to add one”\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Ffc1ed8ef-6048-4978-8450-1d6bcf84d70e\u002F20260509093820\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>New Note Popup Options\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Adding a new note opens a popup window with the following options:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note Text Box\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Enter the details of the note, update, or incident.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Privacy Setting (Admins Only)\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins can select the visibility of the note by choosing:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Public\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Private\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Attachments & Links\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">You can attach files or add links related to the note or job.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This section also supports:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Drag and drop uploads\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">File attachments\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">URL links\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note Color Selection\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Each note can be color-coded for easier identification.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">By default, note colors are automatically assigned based on the user type, such as:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admin\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins can also manually change the color if required.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Add Tags\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use the \u003Cstrong>Add Tag(s)\u003C\u002Fstrong> dropdown to assign relevant tags to the note or job for easier tracking and filtering.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F4ab6247e-538d-47ff-9182-ce05ca7b5cf5\u002F20260509094014\u002Fpasted-image.webp\" alt=\"\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Who Can Add Notes?\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">All user types can add notes to a job, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admin\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partners\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note Privacy Settings\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">There are two privacy settings available for notes:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Public Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Public notes are visible to all parties involved in the job, including:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admin\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clients\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partners\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use public notes when the information should be shared with everyone involved in the work order.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Private Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Private notes are only visible to the person who created the note and the admin.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Examples\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If a \u003Cstrong>service partner\u003C\u002Fstrong> leaves a private note, only the service partner and admin can view it.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">If an \u003Cstrong>admin\u003C\u002Fstrong> leaves a private note, the note will be visible to the admin and the assigned worker or service partner.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Private notes are useful for internal communication or sensitive information that should not be shared publicly.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Note Visibility Rules\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Different user types have different permissions when creating notes.\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 397px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003Ccol style=\"width: 183px;\">\u003Ccol style=\"width: 189px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>User Type\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"183\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Can Create Public Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Can Create Private Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admin\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"183\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Client\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"183\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partner\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"183\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Worker\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"183\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">No\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003Ctd colspan=\"1\" rowspan=\"1\" colwidth=\"189\">\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Yes\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important Rules\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins have full control over note privacy settings.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Suppliers and workers can only create private notes.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clients can only create public notes.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Setting Default Note Visibility\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins can configure the default visibility setting for notes.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Navigate To\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Management Console → System Settings → Operational Settings\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Within this section, you will find the \u003Cstrong>Default Note Visibility\u003C\u002Fstrong> option.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This setting allows admins to define whether newly created notes default to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Public\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Private\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch4>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Important\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">This setting only applies to admins and their internal team members.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">It does \u003Cstrong>not\u003C\u002Fstrong> apply to:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Clients\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Service Partners\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Workers\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F0352d9df-57b2-4d3e-8006-6abcf91a6a6f\u002F20260509094210\u002Fpasted-image.webp\" alt=\"\">\u003Cbr>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Changing Privacy When Adding a Note\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">When adding a new note to a job, a note popup window will appear.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Within this popup:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The note visibility toggle will automatically follow the default note visibility setting.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins can manually override the visibility setting for that specific note by switching the toggle between:\u003C\u002Fspan>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Public\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Private\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F0eda5598-fbfc-46de-8db6-89cea07bb4c0\u002F20260509094248\u002Fpasted-image.webp\" alt=\"\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Managing Existing Notes\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Admins can manage notes using the \u003Cstrong>Options menu (3 dots)\u003C\u002Fstrong> beside each note.\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">The following actions are available:\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Edit\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Allows the admin to reopen and modify the note.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Make Public \u002F Private\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Instantly changes the note’s visibility setting.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Pin to Top\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Pins the note to the top of the notes section for better visibility and quicker access.\u003C\u002Fspan>\u003C\u002Fp>\u003Chr>\u003Ch3>\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Delete\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Permanently removes the note from the job.\u003C\u002Fspan>\u003C\u002Fp>\u003Ch3>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fb79f16bb-68db-47c4-b957-6019b79c2ce0\u002F20260509094335\u002Fpasted-image.webp\" alt=\"\">\u003Cspan style=\"color: rgb(0, 0, 0);\">\u003Cstrong>Best Practices\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cul>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Progress\u003C\u002Fstrong> notes to keep stakeholders updated on ongoing work.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Use \u003Cstrong>Incident\u003C\u002Fstrong> notes to record issues or unexpected events.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Keep sensitive internal communication as \u003Cstrong>Private\u003C\u002Fstrong> notes.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Pin important notes so they remain easily visible to the team.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cspan style=\"color: rgb(0, 0, 0);\">Review note visibility before saving to ensure the correct audience can view the information.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>",false,0,[],[],"2026-05-09T09:37:13.690091Z",[],1779197579895]