For: Admins
If your team regularly adds the same explanations to Blue Notes, Snippets let you create a library of pre-set reasons they can insert in one tap. This saves time and keeps your reporting consistent.
Setting Up Snippets
Log in to the Admin Console
Click Resources
Select the Fault Reasons/Corrective Actions tab
Click the orange plus icon
Enter a Code — a short label for the snippet (e.g. "EQUIP-FAULT")
Enter a Description — the full note text that will appear when the snippet is selected
Select the Form Type the snippet applies to — this ensures only relevant snippets appear on the correct forms
Select a Category
Click Save
Tip: Keeping your codes short and consistent makes the snippet list easier for your team to scan on the mobile app.
Using Snippets on the Mobile App
Begin adding a Blue Note using any of the methods in Using Blue Notes
Tap Insert a code/text snippet
Select the relevant snippet from the list
The snippet text will populate the note field automatically. Your team can edit it further before saving if needed.