====== Keeping a journal ====== {{indexmenu_n>4}} Keeping a journal allows you to log actions carried out on a device or an asset. This guide will help you record notes or tasks, which can then be viewed in the "Journal" panel of a device or asset, or in the "Journal" widget on a dashboard. {{:user-guide-solutions:asset_journal.jpg?nolink&800|}} ** Creating a Journal ** To create a journal, follow these steps: - **Access the Rules Module:** * Navigate to the "Rules" module. - **Add a User Notes Rule:** * Click on "Add a Rule" and select "User notes." - **Configure the Rule:** * Enter a name, category, and level for the rule. * Set the status to "active." - **Save the Rule:** * Click "Save" to finalize the creation of the journal rule. //Note: // Multiple note flows can be created to organize your journal entries. **Adding a User Note** To add a user note to a device or an asset, follow these steps: - **Open the Journal Panel:** * In the asset module, open the "Journal" panel of the desired asset. - **Create a New Note:** * Click on "New note." - **Enter Note Details:** * In the modal window, select a note flow. * Enter a title, date, and the note content. * Adjust the category or level if needed. * Mark the note as a task if applicable. * Add relevant tags to the note. - **Save the Note:** * Click "Save" to add the note to the journal. ** Viewing Journal Entries** * **Journal Panel:** Displays all notes related to the specific device or asset. * **Journal Widget:** Shows all notes based on the configured settings. ** Configuring the Journal Widget** To customize the Journal widget and display notes, follow these steps: - **Define Content Sources:** * Use the "Customize" tab to select the sources of the content feed. * Ensure "Notes rules" is selected to display notes. * Apply filters by category, level, rules, or acknowledged notes as needed. - **Set Data Source Filters:** * Define filters in the "Rows" tab to limit notes to specific data sources. - **Specify Time Frame:** * Set a time frame to limit the temporal scope of user notes. ** Display Modes** The Journal widget offers two display modes: * **Simple Mode:** A compact view of the notes. * **Exploded Mode:** A detailed view with expanded note information. {{:tutorials:widget_journal.jpg?nolink&800|}} By following this guide, you can effectively keep a journal of actions and notes related to your devices and assets.