Remote Monitoring & Management Help

View Notes on the Dashboard

Where a note is recorded against a Check, Server or Workstation, an icon indicating the note type is displayed in the Notes column for that entity.

The Client can also view any available Client Facing Notes in their Client Dashboard (where configured).

note_technical

Technical (private) Note

note_public

Client Facing Notes

note_both

Technical and Client Facing Notes

Individual Notes

Device

  1. Log into the Dashboard
  2. Search for the Device containing the note in the north pane
  3. Click on the Device's note icon
  4. The Notes tab opens filtered by Device level notes

Check

  1. Log into the Dashboard
  2. Search for the Check containing the note in the north pane
  3. >Click on the Check's note icon
  4. The Notes tab opens filtered by the notes created for this Check

Notes tab

  1. Log into the Dashboard
  2. Select the device in the north pane of the Dashboard
  3. Go to the Notes tab in the south pane
  4. All Notes recorded against the Device are displayed (both Device and Check level)

Dashboard Note Management

Dashboard Notes are managed through the Notes tab

Filter: click filter-on to Show only Notes for this entry (device or specific check), clickfilter-off to Show all Notes

Edit: click the pencil icon, amend the details, OK to save

Delete: click the red cross against a note then enter the password of the account you have logged into the Dashboard under to confirm deletion

Length of time to display notes

  1. Log into the Dashboard using an account with Notes permissions enabled
  2. Go to Settings
  3. General Settings
  4. Notes
  5. Enter the number of days in Length of time to display notes (in days, max 999)
  6. Enable Prompt for notes when clearing failed checks (optional)
  7. OK to save and apply

Note Reporting

All Dashboard Notes (both Technical and Client Facing) regardless of age are viewable in the Notes Report.

You can also opt to send a Client Facing Notes Report to the customer on a daily, weekly or monthly basis.

notes_tab_example