DVI Notes Setup – Video
Craig will show you how Autoflow can leverage Line Item Notes and how you as an administrator can set it up. Use the tools showcased in this video to help your technicians work as efficiently as possible!
- Introduction: (0:00)
- Setting up Line Item Notes: (0:14)
- Using Line Item Notes: (1:02)
- Outro: (2:46)
Efficient inspections begin with predefined notes
Initiate an effective note strategy in DVI Notes Setup
Three Note Hierarchy’s
- Global Notes – These appear for any line item on any sheet where category or itemized notes are absent.
- Categorized Notes – These override any global notes.
- Itemized Notes – These override any Categorized notes.
Global Notes
To make Global and Categorized notes most effective – restating the line item to group your notes is an effective way to narrow predictions accurately when using predictive text.
Categorized Notes
Itemized Notes
- Itemized notes are sheet, category, and item specific.
- Itemized notes do not populate for other Sheets.
- Itemized notes override all Global and Categorized notes.
- Itemized notes are specific to a single Inspection Line Item.
- Itemized notes will automatically assign the severity level based upon the note selected.
Itemized Notes Setup
- Select the Sheet you would like the notes to appear in.
- Selecting the Category and Item.
- Build or copy and paste your desired itemized notes list in the Typeahead box starting a new line for each note. Click the Add Typeahead button when your list is finished.
- Item Status can be preselected, or very easily changed later. Most users opt to enter all notes as ‘X (red)’ and adjust later.
- Adding multiple notes for a single line item can be done by pressing the return/enter key on your keyboard. New lines are separate notes.