Setting Up Note Categories.

You can now create and manage note categories for both your jobs and staff profiles. This update improves organisation and tracking of job-specific and staff-related information.

Key Features

• Job-Specific Note Categories: Add and manage note categories that will appear directly in your job records.
• Staff Profile Note Categories: Set up note categories that will be available under the Notes tab in staff profiles.
• Improved Organization: Tailor note categories to better manage and access job and staff-related details.

For Staff Profiles:

1. Access Settings:

   • Go to the Settings section in your application.

2. Open Note Categories:

   • Select Note Categories from the settings menu.

3. Add New Categories:

   • Click on Add Note Category.
   • Enter a name for the note category specific to staff profiles.
   • Save your changes.

4. View Categories in Staff Profiles:

   • Navigate to a staff profile and select the Notes tab to see the new note categories available.

For Jobs:

1. Access Settings:

   • Navigate to the Settings section in your application.

2. Open Note Categories:

   • Select Note Categories from the settings menu.

3. Add New Categories:

   • Click on Add Note Category.
   • Enter a name for the note category specific to jobs.
   • Save your changes.

4. Apply Categories to Jobs:

   • When viewing or editing a job, you will now see the new note categories available for selection.