Is there a clean way to review all work ticket notes that were completed in a given period?
+5If you mean “Ticket Notes,” those can be displayed on the Work Tickets lists.
But if you’re talking about visit notes, I haven’t been able to find a way. The Guide site says they can be displayed on the Work Ticket or Invoice layouts if they’re marked public. Maybe the Layouts team at Aspire can set up a report that filters for only tickets that have Visit Notes? Otherwise, where & how you can see visit notes seems very limited in Aspire.
+17See the link below - might be the same thing.
Amy Groves
Sorry, I can’t access the link. I never signed up.
I did find a way to get the Work Ticket Visit notes input by the crew leader. It seems like it can be only done through an API request with Swagger UI.
Roland
- Employee
Visit Notes can be displayed in the Visit Checklist Report. It does require Visit Checklists to be setup to work properly, check out the details in the Using Service Visit Checklists Knowledge Base article.
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