Customise Observation Notes

You can edit the Observation Note Fields at any time on your account.

The default Observation Note Fields are:

    • Notes
    • Next Steps Comments
    • Parent Notes

To view the Note Fields

    1. From the Admin area click on the plus icon  next to Modules
    2. Click on the plus icon  next to Evidence Me
    3. Click Observation Notes

Edit Note Fields

    1. Click on the note field you would like to edit so that it highlights in blue
    2. Click on the edit icon on the Observation Note Fields bar
    3. Make changes to the relevant fields
    4. Click Save changes

PLEASE NOTE: If you change the Name of this Note field, all of the Observations that used this Note field under the previous Name will be changed too. If you don’t want this to happen, please create a new Note field instead and set this one to inactive.

Add New Note Fields

    1. Click on the plus icon on the Observation Notes Fields bar
    2. Complete the relevant fields
    3. Click Create

PLEASE NOTE: If you add a new note field it will appear on all new and existing observations.

Re-order Notes Field

    1. Click on the note field you would like to move
    2. Drag and drop the note field into its new position

Delete Notes Field

    1. Click on the note field you would like to delete so that it highlights in blue
    2. Click on the delete icon  on the Observation Note Fields bar
    3. Click Delete

PLEASE NOTE: Deleting a note field will remove this from all existing and future observations. To avoid this we would recommend editing the note field instead and marking it as inactive. Inactive note fields will remain on existing observations but not appear for future observations.