Initiate an effective note strategy in DVI Notes Setup

• Uncategorized 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.

• These notes are useful for a “hands off” admin process.
• These notes populate across ALL categories and ALL line items and ALL Sheets.
• These notes are great for pre-populating general 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 are sheet and category specific.
  • This means that they will not populate for other sheets.
• Categorized notes override all global notes.
  • No global notes will appear if category notes are present.

• 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

• 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 text entry box starting a new line for each note. Click the Add Note 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.

Using a word processing document to build your itemized notes list makes the task much easier. Cloud documents like google-docs make for easy team collaboration. Simply copy and paste the notes into the text entry section. See our video on this.

• Ensure the note is in the proper category and line item.
• Select the severity to auto-assign status (Green/Yellow/Red) when selecting the note in the DVI.

Note: Severity selection can always be overridden by the technician when performing the DVI.