Add notes to locations and assets
You can add free-form notes directly to a location, asset model, or asset instance from the record page. The Notes field appears inline, so you can capture extra context without opening a separate edit form.
Before You Start
You need the Manager role for the Premises module to add or edit notes. If you do not see the Notes section, ask your site administrator to update your permissions in Settings > User Management.
How to Add or Edit Notes on a Location
Go to Premises > Locations and open the building or room
Find the Notes section on the record
Click Add notes or the existing note text
Enter your text and save
The note appears on the location page immediately.
How to Add or Edit Notes on an Asset Model
Go to Premises > Assets, open the More asset options (…) menu, choose Asset Models, and open the model
Find the Notes section on the record
Click Add notes or the existing note text
Enter your text and save
The note appears on the asset model page immediately.
How to Add or Edit Notes on an Asset Instance
Go to Premises > Assets and open the asset
Find the Notes section on the record
Click Add notes or the existing note text
Enter your text and save
The note appears on the asset instance page immediately.
How View-Only Access Works
Users without the Manager role for Premises can see notes but cannot edit them. The Notes section appears as read-only text on the record page.
How to Clear a Note
Saving the Notes field with no text removes the note from the record.
Open the notes field on the location, asset model, or asset instance
Delete the existing text so the field is blank
Save
The Notes section returns to Add notes once the note is cleared.