{"id":6022,"date":"2026-06-30T16:08:03","date_gmt":"2026-06-30T16:08:03","guid":{"rendered":"https:\/\/help.archipad.com\/?post_type=kb-article&#038;p=6022"},"modified":"2026-08-17T08:29:33","modified_gmt":"2026-08-17T08:29:33","slug":"create-a-remark-outside-a-visit-or-from-a-visit","status":"publish","type":"kb-article","link":"https:\/\/help.archipad.com\/en\/articles\/create-a-remark-outside-a-visit-or-from-a-visit\/","title":{"rendered":"Create a remark outside a visit or from a visit"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In Archipad, you can create remarks in two ways depending on your needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Remark outside a visit<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can create remarks independently of a visit, to record general remarks or points to address at any time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How to do it:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p>Go directly to the <strong>Remarks<\/strong> menu without going through a visit<\/p><\/li>\n\n\n\n<li><p>Click on <strong>+ remark<\/strong> to add your observation.<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The creation date of the remark will automatically correspond to today&#8217;s date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Advantages:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p>Flexibility to record general observations.<\/p><\/li>\n\n\n\n<li><p>Ideal for points to address outside a visit context.<\/p><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"Loom Message - 24 February 2026\" src=\"https:\/\/www.loom.com\/embed\/6032ef99f5b441c79ae6f52f2dfae8c1#?secret=E8xujSKtWr\" data-secret=\"E8xujSKtWr\" frameborder=\"0\" width=\"800\" height=\"600\"><\/iframe><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Observation from a visit<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A remark created from a visit is automatically linked to that visit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How to do it:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><p>Go to the <strong>Visits<\/strong> menu.<\/p><\/li>\n\n\n\n<li><p>Select the desired visit<\/p><\/li>\n\n\n\n<li><p>Click on the <strong>Remarks <\/strong>button<\/p><\/li>\n\n\n\n<li><p>Click on <strong>+ remark<\/strong> to add your observation<\/p><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The creation date of the remark will automatically correspond to the visit date<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Advantages:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><p>The remark is linked to the visit.<\/p><\/li>\n<\/ul>\n","protected":false},"featured_media":0,"template":"","meta":{"kb_article_type":"tutoriel","kb_difficulty":"debutant","kb_objective":"","kb_display_order":"0","kb_last_reviewed":"","kb_product_version":"","kb_helpful_yes":"0","kb_helpful_no":"0","footnotes":""},"kb-platform":[],"kb-category":[118,270],"class_list":["post-6022","kb-article","type-kb-article","status-publish","hentry","kb-category-remarques-2","kb-category-notes-en"],"_links":{"self":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/6022","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article"}],"about":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/types\/kb-article"}],"version-history":[{"count":1,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/6022\/revisions"}],"predecessor-version":[{"id":6026,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/6022\/revisions\/6026"}],"wp:attachment":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/media?parent=6022"}],"wp:term":[{"taxonomy":"kb-platform","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-platform?post=6022"},{"taxonomy":"kb-category","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-category?post=6022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}