Notes
Notes are predefined remark options users can pick when documenting a case (similar to tags, but typically used for structured comments or checklist items).
What you can do
- Create note presets with a label
- Assign terminals where each note is available
- Configure auto destinations for automated sends when a note is selected
- Enable or disable notes
- Delete notes no longer in use
Mobile app
Notes use the same /api/v1/mobile/tags endpoint as tags. The response includes a separate notes[] array.
| Tenant Admin | Mobile behaviour |
|---|---|
| Note presets (terminal-scoped) | Returned in notes[] for the requested terminal |
| User selection on device | Applied to picture/case metadata on upload |
| Terminal default notes | Applied server-side when configured on the terminal row |
| EDI destinations for terminal | /tags → actions[] with { action: "TERMINAL§DEST_NAME", label }; user picks action → upload action field triggers auto-send |
The mobile UI typically shows tags and notes as separate pickers; both lists are maintained under Admin → Tags and Admin → Notes.
Tags vs notes
| Tags | Notes | |
|---|---|---|
| Typical use | Classification, routing, filtering | Structured remarks, checklist items |
| Gallery filter | Yes | Yes |
| Auto-send | Supported | Supported |
Tips
- Align note labels with your depot's standard inspection vocabulary
- Combine notes with tags for richer metadata without free-text inconsistency