Add, Edit, or Remove Employee Notes in Encompass

Purpose

This article explains how to add, edit, or remove free-form notes for employees or drivers in Encompass.

When to Use This Article

• A customer needs to add notes to an employee's record
• A customer wants to edit or delete existing employee notes
• A customer asks why notes are not appearing in reports or views

Steps to Follow

1. Go to Driver Management > Employees and find the driver via the Find Employee search box or List View. Click on the employee's name to go into their Employee File.

   

2. Scroll down to the section titled Notes and click Add New.

   

3. Enter the note. Once complete, click Save or Save & Add New if additional notes need to be added.

   

4. A success message will be shown. The Notes section will only show the Subject of the note. Click Edit to view the contents. Use the respective links next to the note title to edit or delete a note.

   

What Not to Do / Common Pitfalls

• Very long notes will not appear in reports or views — for reportable notes, use the License Notes area associated with the License Information section instead