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How To Add or Edit Notes

Notes can be added, edited, and removed from Projects in Pruvan Online.  Notes are only visible in Pruvan Online in the Project Manager.  You will not be able to make changes to a project if you do not have the correct permissions.

How to Add Notes

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Click the Notes badge
  5. Select the Note type
    • Project - These notes will only display on this project and will be deleted when the project is deleted
    • Property - These notes will display on any project with a matching address; that is address1, address2, city, state, and zip.  Capitalization does not matter, however any changes in spelling, abbreviations, punctuation will register as a different property address
      • ie 110 E Main St., 110 East Main St., 110 E Main Street, 110 E. Main St. are all different property addresses
      • Property notes can only be deleted by following the Remove Note steps below
  6. Enter any email addresses (optional)
    • email addresses can be entered in a comma separated list
    • email addresses can be entered in one of the following formats
      • jane.doe@email.com
      • John Doe <john.doe@email.com>
    • emails will be send on 'add note' when creating a new note or on 'accept' when editing a note
  7. Enter the Note in the Message field
  8. Select the appropriate visibility
    • Admin - Only admins can view
    • Staff - Only admins and staff can view
    • Crew - Can be viewed by any user in your account
  9. Click Add Note
  10. Repeat Steps 5-9 as needed for additional notes
  11. Click Save

 addNotes.png

How to Edit Notes

You can edit a note by changing the message, the email To address(es), or the visibility level.  You can not change the Note Type; in order to do that you will need to remove the Note and add a new one with the desired type.

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Click the Notes Badge
  5. Find the Note you wish to Edit
  6. Click the Pencil icon
  7. Make the appropriate changes
  8. Click Accept
  9. Click Save

editNotes.png

How to Remove Notes

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Click the Notes badge
  5. Find the Note you wish to Remove
  6. Click the red X icon
  7. Click Save

removeNotes.png

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