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Setting Up and Adjusting Notes
Setting Up and Adjusting Notes

Managing Session Notes as an organisation or team admin.

Kevin Frimpong avatar
Written by Kevin Frimpong
Updated over a week ago

When users start a session, extend it, or check-in, they can leave notes. This is there for situations where a remote worker needs to leave helpful information throughout the day. For example, those working on different jobs or sites during a session, those about to enter an area of low signal, or record any identified hazards while working.

NOTE: you can find out how Check-ins work from the Lone Worker's perspective in How to Run a Session in StaySafe.

Depending on your role in the system, you will be able to do this for different segments of your users. If you are an Organisational Admin, you will be able to change settings for the whole organisation or a specific team. If you are a Team Admin, you will be able to change the team/s you administrate.


Session Notes

Once you get to the Features page, select 'Session Notes'. Here, you can make leaving notes disables optional or mandatory.

Enable Notes

Select the box next to 'Is Enabled' to turn notes on.

Set Preferences

Once enabled, you can adjust the notes settings for four situations. When a session starts, a user checks in, when a session is extended, and if they activate Driving Mode. For each of these situations, you can make notes Required, Optional, or you can disable them.

Team Configuration

If you are looking at this from the Organisation's Features page, you will see if the various teams in your organisation have inherited the organisation's settings or overridden them.


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