For: Admins and Managers
Blue Notes are your team's way of flagging issues in the field. This article covers where Blue Notes surface in Site App Pro and how to set up notifications so nothing gets missed.
Where Blue Notes Appear
On the Mobile App
Forms that contain a Blue Note display a blue icon on the To-Do List, making them easy to identify at a glance.
In the Activity Stream
Blue Notes appear in the Activity Stream on your Dashboard. Look for the blue icon against any form entry. You can also filter the stream to show only Blue Note forms.
Log in to the Admin Console
From the Dashboard, locate the Activity Stream
Use the filter to select Blue Notes only
In Reports
Blue Notes are visible across several report types:
Completed Form Report
Form Report
Completed Calendar Report
To view a report of all Blue Notes across your organisation:
Log in to the Admin Console
Go to Reports
Select Summary Reports
Filter for Blue Notes
Note: You can export any of these reports to CSV using the download icon.
Setting Up Blue Note Notifications
You can configure individual users to receive an email or push notification as soon as a Blue Note is added. This is best suited for those that need to be across all blue notes/alerts.
Log in to the Admin Console
Go to Teams & Users
Click the relevant user to open their profile
Select the Details tab
Scroll down to User Notifications
Tick Blue Notes (Form Alerts)