Making a Quick Update

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Are you on desktop? You’ll follow the same logic - see here how to add a SmartNote on Web

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Report is also a SmartNote. Follow the below steps or jump here, to see how to submit a report.

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Make sure you’re in the right programme/project.

In the bottom bar, select SmartNotes.

Then click the purple + button in the bottom-right corner to start your SmartNote.

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What is your update about?

Type a summary or give details about your SmartNote. Once you’re happy, press next.

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Tip: You can tag someone using @ or add hashtags using # in this field.

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Too busy to type? Use the easy-to-use voice to text button.

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Photos/Videos

In this screen, using the two round buttons you can add up to 15 photos either from your gallery or take them on the spot. You can also record and add a 15-second video.

Photo annotation

Once you’ve uploaded your picture, you can do an annotation. On the photo thumbnail you will see a pencil icon ✏️. Select it to annotate, then press ✔️ on top-right corner.

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Add more details - link it!

Add a location, link an activity, asset, report or drawing if needed.

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These are all optional, but they all provide useful context and information to keep everything on track!

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Once you’re happy, press Next (Assign).

RAG

In the next screen you’ll be able to select the 🚦 RAG (Red, Amber, Green) status, depending on the urgency of the SmartNote.

Summary

You will see a summary screen before you send your SmartNote.

SmartNote Feed

Once sent, your SmartNote will appear on the SmartNote feed (it might take a few moments for the feed to refresh).

Video Tutorial: How to create a SmartNote

https://www.youtube.com/shorts/2EJjC33BFKo

Video Tutorial: How to annotate an image

https://www.youtube.com/shorts/vQQdkA5V1D4

Filling in a Form or Report