Dashboard Note Management

Note Actions

How to edit a Note

  1. Select the target device in the Dashboard north pane.
  2. Go to its south pane Notes tab and click on the Note's edit (pencil) button.
  3. Make changes in the Edit Note dialog then OK to save.

How to delete a Note

  1. Select the target device in the Dashboard north pane.
  2. Go to its south pane Notes tab and click on the Note's delete (red cross) button.
  3. Enter the password of the account you have logged into the Dashboard under to confirm deletion.
  4. We only automatically delete Notes when the device is removed from the Dashboard.

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Notes Policy Settings

To configure the Notes Policy for the acknowledging (clearing) a Check behavior. Go to Settings > General Settings > Notes and tick or untick the Prompt for notes when clearing failed checks check box.

The option to set the Length of time to display notes (up to 999 days) threshold was removed from this dialog in Dashboard v2020.05.13. From this release the south Notes tab will display the device's notes regardless of age. Notes for all currently installed devices are available in the Notes Report from the Reports menu.

Further information on reports can be found in Dashboard Notes and Reports

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Notes Policy Settings

To configure the Notes Policy for the acknowledging (clearing) a Check behavior. Go to Settings > General Settings > Notes and tick or untick the Prompt for notes when clearing failed checks check box.

The option to set the Length of time to display notes (up to 999 days) threshold was removed from this dialog in Dashboard v2020.05.13. From this release the south Notes tab will display the device's notes regardless of age. Notes for all currently installed devices are available in the Notes Report from the Reports menu.

Further information on reports can be found in Dashboard Notes and Reports

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