Setup
You will need the following permission in your security group:
Can see all tasks.
Can reinstate remarks.
Upload documents.
Delete uploaded documents.
Click here to learn about permissions and security groups.
How to view all remarks for all properties
1. Navigate to Customer Data > Remarks.
2. Narrow down the list of remarks using filters: Open/Resolved, Severity, Quoted, Published, Owner responsible, etc.
How to reinstate a remark
Reinstate the remark only if it was resolved by mistake.
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Reinstate in the Resolution section, then Enter an optional resolution notice and tap Reinstate again in the pop-up.
How to delete a remark
To delete an unwanted remark within Uptick, ensure that you have the appropriate permissions. Follow these steps:
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Delete on the Remark card, then confirm Deletion in the popup window.
How to manage before and after photos of the remark
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Documents in the top right.
3. Click on the camera icon to select an image to attach or tap on the existing image to Rename, Download or Delete.
How to understand where a remark originated
1. Navigate to Customer Data > Remarks and View the remark.
2. Review the History tab on the left-hand side of the page, which includes:
When reviewing the task that had the remark event, go to the Work tab, then scroll down to the Remark Registry to review a list of all remark events on the task.
Video: Remarks overview
Video: Remarks deep dive
Video: Remarks configuration