How do I view a list of all the notes on my operation?

Use the operation notes list to see the pinned notes across all fields in your operation. You can narrow down this list by using the search and filter options. Or, from the Field Details screen, you can quickly reference a list of all notes that have been pinned to a specific field.

Requirements

• Access to a Granular Insights operation with pinned notes

Process - Web

To view a complete list of all notes pinned on your operation:

1. Log in to Granular Insights for Canada at https://ca.insights.granular.ag.
2. In the Field List, click Notes at the top beside the word Fields.
3. You will see a complete list of notes for your operation.
   • Use the search bar at the top of the screen to search for a specific note by keyword.
   • Use the filter options to sort notes by field, note type or year.
4. Click the note you're interested in viewing. You will see the selected note open on the right side of your screen.

To view a list of notes pinned on a specific field:

1. Log in to Granular Insights for Canada at https://ca.insights.granular.ag.
2. From the Field List, select the field with the notes you would like to see.
3. A list of your pinned notes will appear in the field details section on the left side of your screen. If you are viewing a data map layer, you may need to scroll down in your field details to see your notes.

Process - Mobile

To view a complete list of all notes pinned on your operation:

1. Log in to the Granular Insights mobile app.
2. Open the navigation menu . Ensure that you have selected the operation that you would like to view the notes for. Click Notes.
3. You will see a complete list of notes for your operation.
   • Use the search bar at the top of the screen to search for a specific note by keyword.
   • Use the filter icon in the top right corner of the screen to filter your notes list by author or field.
4. Select a note to expand the thumbnail view and see the note details.

To view a list of notes pinned on a specific field:

1. Log in to the Granular Insights mobile app.
2. From the Field List, select the field with the notes you would like to see.
3. Click the Notes button at the top of the field. You will now see a list of all notes created on that field.
4. Select a note to expand the thumbnail view and see the note details.

If you would like to view the notes for a different operation that you're a member of, open the navigation menu and select the operation that you would like to view. Then, follow the steps above to access the notes list for this operation.

 

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How do I hide and show pinned notes?

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