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. 

How to Tag a User Within Notes in Aclaimant:

• Using the same steps as above, users can type "@" in a Note within a Incident, Safety, Asset, or Location note.
• Once the user has been tagged in the Note, the user will receive a notification based on how their notifications are set up in their account. The notification "User Mentioned" will determine the cadence and method in which the notification is received.
• Below is a sample of what an email notification for being tagged in a Note would appear as:

How to Add AI-Drafted Next Steps and Summaries to a Note in Aclaimant:

• When the AI Assistant is turned on for your account, the Next steps card on incidents and safety reports has an Add to note option in its menu, and the Summary card has an Add to note option.
• Selecting Add to note opens the Notes tab with the AI Assistant alongside it. The assistant drafts the note from the text of the card.
• Review the draft and ask the assistant for any changes. The note is not saved until you save it yourself. 
• Add to note follows the same rules as adding a note by hand. It appears on submitted reports for users who can add notes on that record.