SiteRecon Help Center

SiteRecon Help Center

SiteRecon Help Center

Create notes

As a user, you can create geotagged notes on the map to record site conditions, service instructions, enhancement opportunities, or safety issues. Additionally, you can add images, videos, and property diagrams directly on the property map.

Once the property is created, you can effortlessly use the 'Notes' option to track the job's progress and observe the work. This feature is designed to be user-friendly, allowing you to document site conditions, note client requirements, generate site audit reports, and highlight service issues with ease and efficiency.

1. Click on the Note icon on your computer screen, as shown in the image below, and then move your cursor to the exact coordinate where you want to drop a note. Once you click on that coordinate, a pop-up will appear with the title and description fields.

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2. Click on the Next button once you have filled in the title and description

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3. Next, click on the Post button to create a note. At this step, you can also enable any of the given three options as per your requirement. Read more on these features later in this article.

You can enable the first option and choose the assignee from the dropdown menu.

The second option will help you link the note to the corresponding layer/shape. The layer will be highlighted if this note is selected.

Using the third option, you can organize your notes by labeling them against various tags. This option also allows you to create your own tags – select the Enter Custom Tag menu item from the dropdown.

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At any point, you can click outside of the pop-up to return to the map screen. Then click on the note icon to disable it.

1.1 Formatting

Emphasize specific words and sentences in your note using the formatting options to make your comment stand out well. Stylize your description text as per your need.

See the image below.

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1.2 Adding attachments and URLs

Make your notes meaningful by adding media files and other attachments to them by clicking on the respective buttons below the description box. Click the URL button to hyperlink your text. See the image below.

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1.3 Assign a note/task

Cut down on unnecessary communication by assigning a job to the right guy while creating a note itself. Enable the first option and click on the corresponding text box to select the right assignee from the dropdown.

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1.4 Layers

Decide what you want to see on your property-map screen – choose the features to be included in your parcel by selecting the specific layers.

What are linked layers?

While creating notes on the property map, you can always drop your notes against a particular feature – parking lot, sidewalk, pavement, turf, etc. These layers, once associated with a noted, are termed linked layers.

How to link them?

You can either link your notes to a specific layer whilst creating the note itself (refer to the Create Notes article above), or open an existing note to which you want to link a layer.

Click on the Notes button on the top-right corner of the page to view the list of notes

Click on the note to which you want to link a layer

Click on the three dots to open the options panel

Choose the Edit option and then select the Next button

Tick the second checkbox to enable the Edit button to be able to link the right layer to the opened note

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1.5 Tags

Add tags to the property

To label your property against any essential data, you can use the Tag option by using the suggested keywords, or you can also type the word of your choice and then click Done. The tag icon is given in the ribbon at the top. See the image below.

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You can also add tags to your property directly from the property dashboard.

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Add tags to notes

Adding tags to notes will help you identify and organize them based on their status, requirement type, or any other metric of your choice. Follow the steps below to add Tags to your notes.

Click on the Notes button on the top-right corner of the page to view the list of notes

Click on the note to which you want to add a tag(s)

Click on the three dots to open the options panel

Choose the Edit option and then select the Next button

Tick the last checkbox to enable the tag option

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View tags

Follow the below steps to view tags.

Click on the Notes button on the top-right corner of the page to expand the list of notes

Click on the i icon to view details of the tags labeled against that note

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