Summary

The Employee Notes tab in Animal and Owner profiles is where your staff leave notes and updates about an animal or owner. Employee Notes are private to your business. Pet parents never see them.

What This Does

Before You Begin

• All Admin users can open the admin page that controls Employee Note settings.
• Admins can give this page to other user groups.
• Non-admin users with access can make edits that affect all locations in the app. See User Groups.

Employee Notes by Location

Gingr assigns each Employee Note to the user's current location when the user creates it.

• Each note shows the location, note type, author, and date.
• The Location filter dropdown lets users view notes from one or more locations.
• The default filter is All Locations. Select No Location to see older notes created before Gingr tracked location.
• Users can view notes from all locations. They can create and edit notes only at their allowed locations.

Helpful Hints

• Hover over the pencil icon to see when the note was created or edited.
• To show the year in employee notes, go to Admin » Custom Configurations and enter ddd, MM/DD/YYYY, h:mm a in the Js date string format field.

Topics

• Note Types Reference
• Create Note Types How-To
• Create Employee Notes How-To
• Add Employee Notes to Run Cards How-To