How to add notes under post sites on the Back Office Dashboard?

In GuardsPro, notes are a powerful way to store and share important information about post sites or guards. They help teams stay aligned, ensure clarity, and make it easier to track updates or instructions without missing anything.

Whether it’s a quick reminder, a detailed observation, or an attachment for reference, adding notes under post sites ensures that your team has access to the right information at the right time. Please remember that these notes are used for internal purposes only and are not visible externally.

📌 Prerequisites

Before you begin, make sure you have:

• Access to the Back Office Dashboard.
• The necessary permissions to view and edit Clients → Post Sites.
• Any files or attachments ready if you plan to upload them with the note.

✅ This guide will walk you through the steps to add notes under post sites on the Back Office Dashboard:

👥 Step 1: Navigate to Clients

• From the main menu, click on Clients.
• Select Post Sites from the dropdown list.
• Choose the specific post site where you want to add the note.
• This ensures the note is linked to the correct site.

🗒️ Step 2: Open the Notes Tab

• Inside the post site, click on the Notes tab.
• This section is dedicated to storing all notes related to the site.
• Click on New Note.

✍️ Step 3: Enter Details

• Fill in the required fields one by one.
• Be clear and concise so your team can easily understand the note.
• If needed, upload an attachment for better clarity.
• This could be a document, image, or any supporting file.
• Once all details are filled, click Add.

• Your note is now successfully saved under the post site.

🛠️ Step 4: Manage Notes

• Use the three‑dot menu next to a note to edit or delete it.

• Click directly on a note to view its full description.

• To delete multiple notes at once:
  • Select the notes you want to remove.
  • Click on the Action button.
  • Choose Delete to remove them in bulk.

🎯 That’s it! Adding notes under post sites is a simple yet highly effective way to keep your team informed and organized. By following the step‑by‑step process, you can ensure that important details, reminders, and attachments are stored in one place for easy access.

Remember, these notes are meant for internal use only and serve as a reliable communication tool within your team. With this feature, collaboration becomes smoother, accountability is strengthened, and your operations stay well‑documented.

For further assistance, feel free to contact the GuardsPro Support Team anytime.