How to Use Notes

💡: Using the Notes tab from the Summary page is a great way to track and log correspondence in Aclaimant. Other team members and colleagues can easily access notes and streamline communication effectively.

How to Use Notes in Aclaimant:

• Users can create notes on an incident for other users and admins to read and review utilizing the Notes tab. 
• Users have the ability to attach files or use the unique email address to send information to that specific incident. 

• Once the note details have been input, select "Add Note" to add the current note to the diary of existing notes. 

**An entry can be made confidential utilizing the lock icon. 

How to Use Email from Notes in Aclaimant:

• Using the same steps as above, users can now add a note and send it as an email at the same time. This feature requires a new Role permission for each of Incidents, Safety reports, Locations, and Assets.
• It is important to note that when the email is sent from within this Notes section, the email will be "From" the incident unique email address. 

• Once you have entered your email in, select Send.
• Once the email has been sent, you will find that the email has been transferred into the Notes section below for you.
• If an individual responds to the email you've sent from Aclaimant, your email address will be automatically added as a "CC" for you to receive responses.