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Create a remark outside a visit or from a visit

Smaheine
1 min read

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In Archipad, you can create remarks in two ways depending on your needs.

Remark outside a visit

You can create remarks independently of a visit, to record general remarks or points to address at any time.

How to do it:

  1. Go directly to the Remarks menu without going through a visit

  2. Click on + remark to add your observation.

The creation date of the remark will automatically correspond to today’s date.

Advantages:

  • Flexibility to record general observations.

  • Ideal for points to address outside a visit context.


Observation from a visit

A remark created from a visit is automatically linked to that visit.

How to do it:

  1. Go to the Visits menu.

  2. Select the desired visit

  3. Click on the Remarks button

  4. Click on + remark to add your observation

The creation date of the remark will automatically correspond to the visit date

Advantages:

  • The remark is linked to the visit.

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