Mastering Notes and Templates: Learn advanced strategies for efficient note-taking

Notes are a powerful feature that allow you to capture and organize important information within records across your system. By using notes, you can track updates, share knowledge, and maintain a historical record of activity on items such as crew member details. 

To boost efficiency and consistency, you can also save frequently used note content as templates—and even share those templates with your team. 

Notes are always date and time-stamped, and attributed to their author, so you have clear context for every entry. With the optional use of categories, your notes stay organized and easier to find.

Steps to create notes

1. Navigate to a Record

• Go to the section where you want to add a note.

• Example: Navigate to the Crew Member Detail page.

• Notes are available across different records in the system.

2. Add a Note

• Find the Notes section.

• Click “Add Note” 

3. Type Your Note or select Note Template

• Enter your message in the note input box.

4. (Optional) Select a Category

• If categories are available, choose a category to organize the note.

5. Add (Save) the Note

• Click “Add” to attach the note.

6. (Optional) Save as Template and Share

• To reuse this note:

  • Click “Save As Template” (after adding your note).

  • Name your template for future reference.

  • Toggle “Shared” to make the template available to others.

7. Use a Template for New Notes

• When adding a new note, select a template if desired.

• Edit the template contents before saving, if needed.

FAQ

Q: Can crew members see notes?
A: No, crew members cannot see notes. Only authorized staff can view and manage them.

Q: Can you attach documents to notes?

A: Not at this point but there are other areas in the system for you to attach documents. 

See Also

• How to Add Note Category: Steps for organizing notes with categories.

• Benefits of NextCrew Notes & Note Templates