Daily notes & site observations
ποΈ Create daily notes & site observations
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Daily notes
Daily Notes is accessible on the Dashboard:
- Log in and go to Dashboard
- You will then find 'Daily Notes' located on the far right of your Site Name
Daily notes is used to make general comments about anything that has happened during the day.
- It can be used for any notes, but examples of things that were requested that Daily Notes will help with include:
- Shift handover notes
- Devices taken offsite for calibration
- Sites closed due to inclement weather
βΉοΈ Currently, no file attachments (e.g., photos), or locations, are stored within Daily Notes.
How to navigate daily notes
- Click the 'Daily Notes' button to make your daily notes
- When you click the 'daily notes' button below is the page that will pop up for you to make your notes
- Just simply type in the text field and click 'add note'
- When you create a daily note the 'Daily Notes' button will highlight orange, making it easy for you to see what dates you had made a note
- You can make multiple daily notes on one day by clicking 'Add Note'
- If you need to edit or delete your daily note, click 'Edit' on the right-hand side of your note
βΉοΈ As a 'good to know' you will be asked to confirm your request to delete your daily note so that you don't accidentally delete any important notes.
Site observations
Site Observations is part of SiteHive attended monitoring, and can be found:
- Using the SiteHive App in the field
- In the tab called 'site observations' on the main Attended page (see below)
Site Observations follow a similar flow to the existing Attended forms, and with each observation, you can save:
- Notes
- Weather conditions
- Location
- Attach multiple files (e.g., photos)
Each observation can then be turned into a PDF instantly for:
- Reporting purposes
- Showcasing the location
- Site activities, notes
- Images captured