Overview
The Notes widget brings Notes created for specific Locations or assets into one place, so you can monitor issues, document observations, and follow up efficiently.
Why this matters: A consolidated, filterable view of Notes helps teams catch recurring problems early and make sure nothing slips through without follow-up.
Configuration and filters
Add the Notes widget to your Dashboard, then use its filters to narrow down which notes appear. Each note shows its description, location, type, creator, and created date.
Use the
Date Rangefilter to focus on recent or historical notes.Use the
Locationfilter to view notes for selected locations or groups.Use the
Typefilter to focus on specific note types, such as Problem or Observation, as defined by your organization.Use
Tagsfor custom filtering, and theUnhandledfilter to surface notes that still need action on a pending Assignment.
Best practice: Filter by Problem notes to prioritize issues, share recurring problems with maintenance teams, and review notes regularly to spot patterns in operational issues.
Frequently asked questions
Q: What information does each note show?
A: Each note displays its description, Location, type, the user who created it, and the created date.
Q: How do I focus on the issues that need attention?
A: Filter by type and use the Unhandled filter, for example tracking Problem notes on the Galaxy Coaster over the past month and assigning high-priority ones to maintenance.
Q: Can I filter notes by more than one criterion?
A: Yes, you can combine the Date Range, Location, Type, and Tags filters to narrow the list.