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J. J. Keller Support Center

Drivers - Add Notes

You can write free-form notes regarding a driver.  These can be quite short or very, very long.  The text area for the note is not size-restricted.  Very long notes, though, do not show up in reports or views.  So if you need or want to see the note in a report, we suggest you use the License Notes area (associated with the License Information section) instead.  The steps (listed below) assume you are already in the driver's record view.

Add a New Note Record

Steps

  1. Locate the Notes area and click "Add New"
        
  2. Enter data
        
        
  3. Save or Save & Add New
        EmpNote_03.png

     
  4. Resulting View - Success Message and Note Added
        

 

Alternate Method

You can use the Quick Links area from the left hand menu (toward top of Driver record view):

 

 

Edit a Note - Steps

  1. Click Edit
  2. Change text or title or date
  3. Save
  4. Resulting View

 

Delete a Note - Steps

  1. From the Driver record view, select "Del" next to the new you want to delete
  2. Click "Yes" (or cancel if you've changed your mind)
  3. Success message and Resulting View
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