Axon Notes Module

The Axon Notes Module lets you quickly create and finalize field notes throughout your shift from either a mobile device or a computer. If you temporarily lose network connectivity, you can continue working offline and sync your changes and finalize your notes when you are back online. After a note has been finalized, supplements can be added, and the note can be shared with external partners. You can search for a note by using Notes search.

To access Notes on a mobile device, open the Axon app and in the My Notes section, select the In progress or Finalized buttons to view those notes with those statuses or View all to see all notes. To access Notes on a computer, log in to Axon Evidence and select Notes in the main navigation menu.

For more information about the other features in the Axon app, see the Axon app documentation.

When viewing the Notes list, you can take the following actions:

1. Select the magnifying glass to open search.
2. Add shift details.
   • On mobile, this option is also available on the app's Home screen.
3. On mobile, use the tabs to switch between notes available on the cloud and those that have been edited offline but not yet synced to the cloud.
4. Use the filters to set which notes appear in the list
   • On mobile, use the filters buttons to show to All, In Progress, or Finalized notes, and the filter icon to view additional filters.
   • On the computer, filter by note status, creation date, or note type.
5. Select a note to open the note.
   • The layout of a note profile is different depending on whether you view it on mobile or on a computer.
6. On mobile, notes are grouped by shift. Select the arrow to expand or collapse all notes associated with that shift.
7. Select the Plus icon > Create note (mobile) or Create note (computer) to start a new note.
   • On mobile, this option is also available on the app's Home screen.

Privileges

The following privileges related to Notes appear in the Notes privilege category.

Within this categories, there are "static" privileges, as well as workflow privileges. Generally, the static privileges determine which buttons and options appear to users when they open a note. The workflow privileges determine which actions a user can take on a note, depending on its current state (Draft, Finalized, etc.).

Name	Description	Additional required privileges
Create and edit notes	Lets users create and edit notes.	To use the Notes product, users must also have the following privileges: Access Axon Records and view all Records Reports Create reports Access the Axon app (mobile) Users must also have the Create tasks workflow privilege to create a note.
Create notes when offline	Lets users create notes when they are offline
Edit notes when offline	Lets users edit notes when they are offline
Manage notes forms, activity logs, and attachments	Lets users manage note forms, activity logs, and attachments.
Search for and view notes (no edit access)	Lets users search for notes, but not edit them	View tasks workflow privileges
View notes (no edit access)	Lets users view notes, but not edit them	View tasks workflow privileges

Once created, a note moves through a workflow that contains two states: Open → Closed. Shift details move through a separate two-step workflow. Each state in both workflows is associated with multiple privileges, which give you granular control over which users can take actions on a note, based on its current state.

The workflow privileges appear at the end of the category. Within the workflow subcategory, privileges are sorted by state.

The hover tooltip for the Draft state - Create tasks privilege provides additional details about the workflow as a whole, and not just the Create tasks privilege.

Name	Description	Additional required privileges
Create tasks States: Draft	Lets users create and edit notes.	To use the Notes product, users must also have the following privileges: Access Axon Records and view all Records Reports Create reports Access the Axon app (mobile) Users must also have the Create and edit notes privilege to create a note.
Submit tasks from the Open state States: Draft	Lets users finalized notes.
View tasks States: Draft, Finalized	Lets users view notes.	View notes (no edit access)
Revert finalized reports States: Draft, Finalized	Lets users revert the finalization of notes.
Add comments States: Draft	This privilege is inactive and can be ignored.
Assign tasks to others States: Draft	This privilege is inactive and can be ignored.
Assign tasks to themselves States: Draft	This privilege is inactive and can be ignored.