Add internal production note

Internal notes play a crucial role in facilitating seamless communication and information sharing within DecoNetwork's Business Hub, particularly concerning production jobs. These notes are invaluable for conveying essential details about a production job or its associated order to fellow team members, ensuring clarity and consistency throughout the workflow. Whether you're adding an internal production note during the creation of a production item or updating it post-creation, these notes remain exclusively visible to staff, maintaining confidentiality and operational integrity.

Furthermore, the capability to attach files directly to these notes enhances their utility, allowing for comprehensive documentation and reference. Each internal note is automatically logged with the user's name and timestamp, prominently displayed at the right-hand side of the production item page for easy access and review. This tutorial will walk you through the steps to effectively utilize internal notes and attachments within Business Hub.

Prerequisites

• You must have Administrator, Production Manager, or Production Team permission to use this feature.

To add an internal note to a production item:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Production.
   

   Click the image to enlarge.

3. Click view to load the item you want to add an internal note to.
   

   You can also click anywhere within an item's row to load it.

4. Click on the "+" icon at the right of the Internal Notes button following the Actions section at the right of the page.
   

   The Add Internal Production Note popup is displayed.

   
5. Select the note type.
   
   • Production Note: will add a note for the current production item under the Internal Notes sidebar on the production details page.
   • Order Internal Note: will add an order note under the "Order Notes" tab on the production details page and to the Internal Notes sidebar when viewing an order.
6. Enter a note in the textbox.
   

   You can attach a file to accompany the note by clicking on the Attach New File button.

7. Click OK.

   The note is displayed at the right of the page, under the Internal Notes heading. If a file was attached with the note, it will appear under the note as thumbnail if it is a graphics file or as a link if it is another file type. Clicking on the thumbnail/link will allow you to download the file.

   

   The note is also sent via email to team members with the Admin role if notifications are turned on. Any attachments will be included in the email notification.

   Keep in mind, when attaching files, that some email service providers have a limit on file size for attachments.

   A note icon is displayed beside the order number in the Production page to indicate that there are notes relating to the order.