Toggle the Display Job Title in Direct Comments Option:
Step 1
After logging into your Ecotrak account, you will see the main dashboard page. From here, locate and click the Configuration tab in the left menu bar and click Users.
Step 2
In the User Management page, click on the Job Title tab to show the list of job titles. The table below will show the Job Title, Job Title ID, and the indicator whether the job title is displayed in the direct comments.
Step 3
Click the job title to open the details and roles window.
Step 4
Click the Edit button.
Step 5
Once you are in edit mode, toggle the Display Job Title in Direct Comments button and hit the Save button to apply the changes. A confirmation message will show up in the lower-right corner of the page.
Notify Users when Adding Direct Comments:
Step 1
After logging into your Ecotrak account, you will see the Work Orders page. If not, click on the Work Orders module found in the left menu bar. Select a work order by clicking on the WO ID.
You can also add your comments in the Proposal and Invoice modules.
Step 2
On the work order page, you can click on the Add Comment button or go directly to the Comments tab.
Step 3
After clicking on either the Add Comment button or the Comments tab, you will be able to add your comment/message in the box. Right above the comments box, click the Notified drop-down to choose the user you want to get notified. Once you are done choosing the user/s, click the Send button to add the comment and notify the chosen users.
It is important to note that the notification will depend on the user's role and access permission, as well as his/her location assignment. You may view the following articles for reference.