Notes

Use Notes to add additional information for task groups or tasks in procedures. If the task group or task is associated with an asset, then the notes for the same will also be associated with that asset. Note entries may be required based on the action configuration for tasks.

You can add more than one note only if the Multiple Notes Enabled is configured in the System Setting module of the AVEVA Mobile Operator web application.

Carry Over Notes

Carry over note is the latest note made by the previous user, which is made available to the next user when accessing the same task group or task in the procedure. It helps the current user to save the carry over note with or without modification.

The carry over note card appears first in the list of note cards. It is also highlighted with a carry over note icon to visually separate itself from the other note cards added by the current user. Once a carry over note is modified, the carry over note card appears as a normal note card.

Carry over note is available only if the Carry Over Notes is configured in the System Setting module of the AVEVA Mobile Operator web application.

To access a note entry

• On the note card, tap a note.

  The note entry appears.

To access the previous note

• On the Bottom bar, tap the Previous button.

  The previous note appears.

To access the next note

• On the Bottom bar, tap the Next button.

  The next note appears.

Note: Any changes to the note is saved when you add a new note or navigate to other notes.

To add a note

1. Tap Add Note.

   The Note screen appears.

2. Type the note entry.

3. On the Action bar, tap Save.

   The note entry is saved with the user name and time stamp, and the active node appears.

   Note:
   - The note is also saved when you add a new note or navigate to other notes.
   - To save the current note and add a new note without exiting the Note screen, on the Bottom bar, tap the Add button.

To add a default note in a note entry

4. Tap the Default Notes icon.

   The Select Note screen appears.

5. Tap the Check button next to the default note title.

   The default note is selected.

6. On the Action bar, tap Done.

   The Note screen appears with the text entry of the selected default note appended to the note entry.

OR

7. Tap the Default Notes icon.

   The Select Note screen appears.

8. Tap the title of the default note.

   An information message appears with the text entry for the default note.

9. Tap Add to add the default note.

   The Note screen appears with the text entry of the selected default note appended to the note entry.

Note: You can add multiple default notes by repeating these steps.

To capture an image in a note entry

10. Tap the Capture Photo button.

    The Viewfinder screen appears.

11. Tap the Capture button.

    The photo is captured.

12. Tap the Accept button.

    The captured photo appears as a thumbnail image for the note.

Note:
- You can capture images in notes only if the camera is enabled on the mobile device, a camera app is available on the mobile device, and the Camera Enabled is configured in the System Settings module of the AVEVA Mobile Operator web application.
- The exact steps may vary based on the mobile device. However, the process remains the same. If you need help, refer to the User Manual of the mobile device.
- On the Viewfinder screen, tap the Discard button to go back to the Note screen.
- On the Preview screen, tap the Discard button to discard the captured photo, and go back to the Viewfinder screen.
- Only one image is allowed per note entry. If you accept another image, then it replaces the current image.
- On the note card, an attachment icon appears only when the note entry is saved with an image.

To view an image in a note entry

• Tap the thumbnail image.

  The image appears.

To delete an image in a note entry

13. Tap the Delete button on the thumbnail image.

    A confirmation messages appears.

14. Tap Yes.

    The image is deleted.

To discard a note entry

15. On the Action bar, tap the Back button.

    A confirmation messages appears.

16. Tap Yes.

    The note entry is discarded, and the active node appears.

Note: You will get a confirmation message while discarding a note only if an entry has been made.

To edit a note

17. On the note card, tap a note.

    The note entry appears.

18. Edit the note entry.

19. On the Action bar, tap Save.

    The note entry is saved, and the active node appears.

Note:
- The time stamp for the note entry is not updated.
- The note is also saved when you add a new note or navigate to other notes.

To delete a note

20. On the Bottom bar, tap the Delete button.

    A confirmation messages appears.

21. Tap Yes.

    The note is deleted, and the active node appears.

Note: In case of multiple notes, if a note is deleted, then the next note appears. However, if the last note is deleted, then the previous note appears.

To save a note as a log

22. On the note card, tap a note.

    The note entry appears.

23. Tap to select Save as Virtual Log.

24. On the Action bar, tap Save.

    The note entry is saved as a log, and the active node appears.

Note:
- You can also save the note as a log at the time of adding the note.
- You can save notes as logs only if the Link Virtual Log to Note is configured to allow the same in the System Settings module of the AVEVA Mobile Operator web application.