- This new feature allowed admin users to control which client notes were displayed and which were not for the resource users.
- This feature is enabled for all 'Shift Note Category Types' and the category type 'Shift Notes' is enabled by default and cannot be disabled by the user. Because the shift notes are linked to a resource user-served shift.
- This function is enabled by default for all shift notes added by the resource user via mobile and cannot be deactivated.
- Only client notes enabled for 'Show for Resources' can be filtered and seen by resource users.
Q: What happens if the admin selects the category type as 'Shift Notes' and adds a client note?
A: The system by default enables the 'Show for Resource' option for the shift notes and based on the selected shift ID, only the shift-served resource user can view the added client note in the mobile interface.
Q: What occurs when the admin chooses any other category type other than 'Shift Notes' and activates 'Show for Resources' while adding a client note?
A: When the admin selects any category type other than 'Shift Notes' and enables the 'Show for Resources' option while adding a client note, the note becomes visible to all resources assigned to the specific client.
Q: What is the outcome when the admin selects any other category type other than 'Shift Notes,' chooses a specific Shift ID from the dropdown, and enables 'Show for Resources' while adding a client note?
A: If the admin selects any category type other than 'Shift Notes,' specifies a Shift ID from the dropdown, enables the 'Show for Resources' option, and adds a client note, the added note will be displayed only for the resources who mapped to the selected Shift ID in the mobile view.
Q: What happens when the admin selects any other category type other than 'Shift Notes,' adds a client note, with or without selecting a shift ID and does not enable 'Show for Resources'
A: The added note will be displayed exclusively for all web users who have access to the client note tab only. The mobile user doesn't have any visibility of the added client note.
Q: Can the user edit the 'Show for Resource' option in the edit mode for client notes?
A: Yes, web users who have user permission for the client module and note tab are eligible to edit the 'Show for Resource' status for both parent and sub-notes in the edit mode, except the category type 'Shift Notes.'