How do I create Site Diary Note types?

Please note, creation and management of Site Diary Note Types is only accessible via the online portal. 


From the left-hand navigation panel, simply click on the settings icon located towards the bottom:


In the 'Work Wallet Setup' section, you can easily locate the 'Site Diary Note Types' option. Simply click on it to proceed:


Select 'Create Note Type':

Provide a name and any guidance if necessary. Then, you can choose create custom fields that your users can use to capture information through the custom note fields.


Within the note fields you can set custom fields simply select the type of detail you wish to be entered; Text, Number or select : 

When creating a Number Field, you can add a title and choose to include a description, specify a minimum and maximum value, as well as set the maximum number of decimal places. Once you have completed these settings, click on the Save button.

When creating a Text Field add a title you have the option to include a description, minimum length, and maximum length. Once you have entered all the necessary information, simply click on the Save button to finish.

To create a Select Question, start by adding a title. Then, type in the available options in the designated field and click on the "add" button. Additionally, you have the option to include a description, set a minimum number of options required, and specify a maximum number of options allowed. Once you have finished, simply click on the "Save" button to save your changes.

Once you have finished adding your custom fields, simply click on the "Save Note Type" button to save your changes.