Daily Roster: Notes And Standup Announcement Update
The Standup Announcements box and Note boxes on Daily Rostering have been updated.
Note Boxes Update
The Manager Daily Notes has been changed to Today's Fleet Notes and the Dispatcher's Daily Notes have been changed to Today's General Notes.
Previous Day Dispatchers Notes is no longer its own box on the Daily Roster. Instead, the previous days notes/announcement can be viewed by hovering your mouse over "Previous Day's Notes" in each box.
If there are more notes to display than fit in the window, a "See more..." option will appear at the bottom to open the full notes.
As you add your notes the boxes will expand to a certain limit before "See more..." appears at the bottom.
Click "See more..." to view your entire message.
Editing the Standup Announcement's will open the same panel as before.
New Rich Text Formatting and Mentions using @
Editing the new Note boxes allows you to add your notes directly on the page. The notes have been updated to allow rich text formatting (bold, italics, underline, bullet list, numbered list).
Use keyboard shortcuts or the buttons provided in the notes area to use bold, italics, etc.
Mentions
You can now tag an Associate or Vehicle by using the @ symbol and typing their name. As you type a list of related items will appear for you to select from.
Once saved, tagged associates/vehicles will be highlighted in blue and can be clicked to perform a few actions.
Click on the associate to:
- View Associate
- Add Issue
- Add Counseling
- Add Kudo
- Add Injury Records
Click on the vehicle to:
- View Vehicle
- Add Odometer Reading
- Add Maintenance
- Add Vehicle Damage
- Add Accident Record
Daily Roster Mentions card for Vehicles and Associates
Enter an associates page and scroll down to find the Daily Roster Mentions card.
Any note the associate is mentioned in can be found in this card. Use the action menu to navigate to the Daily Roster date this note was written on.
In the vehicle page scroll down below the Vehicle Details card to find the Daily Roster Mentions.
When the van is mentioned on the Daily Roster, the notes will be added here. Use the action menu to navigate to the Daily Roster date this note was written on.
Improved Update Conflict Handling
The Stand Up Announcement and Note boxes are also updated to better handle situations where more than one User attempts to edit the notes.
The Edit button will appear greyed out to show that someone else is currently editing the notes. Hover your mouse over the edit button to see the option to override the other users changes.
Beware that overriding another users changes will delete any unsaved notes and stop them from editing. They will also receive a notification that you have over written their changes.
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