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.
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How to view all remarks for all properties
How to identify the source of a remark
To understand where a remark originated, follow these steps:
Navigate to the relevant task in the Uptick system.
Check the remark event log within the "Work Tab" of the task.
The remark will appear in chronological order, often tagged with its originating event or source. For example, remarks like
D-XXXXoriginate from task events and can be reviewed in the event history.
1. Navigate to Customer Data > Remarks.
1. Navigate to Customer Data > Remarks.
2. Narrow down the list of remarks using filters: Open/Resolved, Severity, Quoted, Published, etc.
2. Narrow down the list of remarks using filters: Open/Resolved, Severity, Quoted, Published, 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.
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.
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:
Open the remark that you wish to delete.
If you have the correct permissions, locate the "Delete" button on the remark's interface.
Click "Delete" to remove the remark from the system. This action will ensure the remark no longer appears in the records.
How to manage before and after photos of the remark
1. Navigate to Customer Data > Remarks and View the remark.
1. Navigate to Customer Data > Remarks and View the remark.
2. Click Documents in the top right.
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.
3. Click on the camera icon to select an image to attach or tap on the existing image to Rename, Download or Delete.
Managing Asset-Specific Remarks
Sometimes, remarks need to be updated or removed to ensure accurate service reporting. For asset-linked remarks, the process is as follows:
Identify each remark that is no longer applicable to the asset.
Open the remark and delete it individually.
After completing these deletions, regenerate the related service report to ensure the removed remarks do not appear.