Keeping a journal

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.

Creating a Journal

To create a journal, follow these steps:

  1. Access the Rules Module:
    • Navigate to the “Rules” module.
  2. Add a User Notes Rule:
    • Click on “Add a Rule” and select “User notes.”
  3. Configure the Rule:
    • Enter a name, category, and level for the rule.
    • Set the status to “active.”
  4. 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:

  1. Open the Journal Panel:
    • In the asset module, open the “Journal” panel of the desired asset.
  2. Create a New Note:
    • Click on “New note.”
  3. 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.
  4. 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:

  1. 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.
  2. Set Data Source Filters:
    • Define filters in the “Rows” tab to limit notes to specific data sources.
  3. 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.

By following this guide, you can effectively keep a journal of actions and notes related to your devices and assets.