Overview
A Flagged Note is a useful feature for facility staff who want to attach a message to a specific unit that appears every time the unit's page is opened. It serves as a reminder for the staff, helping them keep track of damages, ongoing issues, and any other notes relevant to that unit.
When the situation on the unit changes - an issue is partially resolved, details have shifted, or new information needs to be added - the Flagged Note can be updated in place.
In this article, you will learn how to update a Flagged Note.
Prerequisites
A Flagged Note has been added to the unit.
Step 1: Open the Unit with the Flagged Note
Navigate to the List of All Units page to find a unit that contains the Flagged Note.
Click the Facility Switcher in the upper-left corner of the page and select a facility.
Click Units in the left sidebar to open the List of All Units page.
Locate the unit that contains the Flagged Note.
Click the Unit Number to open the Unit Overview page.
Read the Flagged Note, then click Close & Continue to open the Unit Overview page.
ℹ️ Info: A Flagged Note appears as a pop-up each time you open the Unit Overview page, so you never miss the message.
Step 2: Open the Flagged Note Option Menu
The Update option is available from the three-dot menu inside the Flagged Note section. Open the menu to access it.
On the right side of the Unit Overview page, locate the Flagged Note section. The section displays the current note content along with Last Modified by information, showing who last edited the note and when.
Click the three-dot menu (⋮) in the upper-right corner of the Flagged Note section. A small menu opens with two options: Update and Delete.
ℹ️ Info: The three-dot menu only appears when a Flagged Note already exists on the unit.
Step 3: Update the Flagged Note
Use Update when the issue is partially resolved, details have changed, or new information needs to be added to the existing message. Update edits the existing note in place and keeps it active on the unit.
Click on the three-dot menu.
Click Update. The cursor moves to the text box that holds the current note content, and the note becomes editable.
Edit the message. The existing text can be modified or replaced entirely.
Click Save to apply the changes.
ℹ️ Info: Deleting a Flagged Note does not erase it. The note and its full edit history are preserved in the Notes section on the same Unit Overview page, where they remain available for future reference.