> For the complete documentation index, see [llms.txt](https://docs.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roaddirect.co.nz/eboard/calendar/eboard-and-tracking-notes.md).

# eBoard and Tracking notes

## Field Staff Notes

These are generated in three different ways by field staff onsite. Office staff will refer to these notes when creating invoices.

| 1 **Field Staff Task Note**                                                                                                                                                                                | 2 **Field Staff Closure Note(s)**                                                                                                                                                                                                                                                                            | 3 **Field Staff Invoicing Note**                                                                                                                                                                                                                          |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| When a staff member creates a task using Record Time in eBoard, they will add a note on the initial screen. This note shows under Field Staff Task Note when you hover over a task in Tracking Beast Mode. | When adding equipment to a task in Tracking, a note can be entered about the type of closure(s) set up onsite or why certain equipment was used. A new note can be added when editing equipment. This can be helpful to explain any differences from the planned closure(s) to the closure(s) set up onsite. | When adding equipment to a task in Tracking, a note can be entered for the use of staff creating an invoice (for example, any extra charges incurred while onsite, or if planned equipment was not used). A new note can be added when editing equipment. |

## Office Notes

These are generated in three different ways by either field staff onsite or office staff. Office staff will refer to these notes when creating invoices.

| 4 **General Notes**                                                                                                                                 | 5 **Daily Job Note**                                                                                                                                                                                                                                                      | 6 **One-Off Charge**                                                                                                                                                                                                |
| --------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| These can be made either when a field staff member is editing their times in a Tracking task or by office staff in the Tracking job details screen. | Day specific job notes can be recorded in eBoard (for example, if there are any reminders for field staff for a job or any extra invoicing information). Office staff can record these by using the Add/Edit Daily Job Note under the context menu for the job on eBoard. | One-off charges can be added by office staff on the Tracking job details screen once a job has been created in Tracking (for example, any extra charges incurred for extra equipment bought on the day of the job). |


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