Internal Notes is a notes panel that sits beside every step of the Study Editor, for what your team needs to know and your client doesn't. Your inspectors can write into the same note from the mobile app, so what they saw on site is in front of you while you write.
What it does
Each study revision has one Internal Note, shared by everyone on your team who works on the study.
Internal Notes never appear in a report or in the Viewer.
Your inspectors write into the same note from the General Property screen in the mobile app.
When you start a new revision, the note carries forward to it.
On the web, the note saves itself as you type.
How to open Internal Notes in the Study Editor
Open a study in the Study Editor.
Click the Internal Notes icon (the sticky note) in the study header.
Type your note. Use the toolbar to format it.
The note saves when you pause typing, and again when you change step, close the panel or leave the study. The top of the panel shows Saving… and then Saved.
The panel stays open as you move between steps. If you leave it open, it opens again the next time you open a study in that browser. To close it, click the X at the top of the panel.
How to add Internal Notes in the mobile app
Open the study and tap General Property.
Internal Notes is at the bottom of the screen. Tap its title to open or close it.
Type your note, then tap Save.
With no signal, the note is saved on the device and syncs when the connection comes back, like everything else in the app.
If someone else changed the note
If a teammate saved the note after you opened it, your save is held back so neither of you loses work. Your text stays where it is, and the note as it is saved now is shown above it.
Copy anything from your text that you want to keep.
Click Load saved note. Your text is replaced by the saved note.
Add your changes again and save.
On the web the message reads "Someone else saved this note after you opened it." In the app it reads "This note was changed on another device after you opened it, so it wasn't saved."
Who can see Internal Notes
Anyone on your team who opens the study in the Study Editor or the mobile app.
Not your client. Internal Notes are not in reports, and the Viewer does not show them.