Create and Edit Findings / Notes

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To create and edit findings and notes in Bugbase,  go to:  Administrator > WDO Admin > Findings / Notes

To edit an existing finding or note, click the blue arrow button next to the Finding/Note Code text box to see the full list of codes currently in the program. Select the finding or note you would like to edit and click OK. Click Save at the top when finished (located just underneath the Administrator menu option).

To create a new finding or note, first select Finding or Note on the left side of the Findings and Notes window.

Next, enter a new Finding/Note Code.

When creating a new finding or note, make sure that the finding code you choose is unique and corresponds to the content of the text. You will be entering this code into the Finding/Note Code field of a job.

Enter a Description for the code. The Description field serves as a reference label for the Finding/Note Code (for example, the Description for the Finding Code ‘SUBS’ is ‘Subterranean Termites’).

Enter the Finding or Note Text, which is the text that will appear on the actual report.

Bugbase also has certain helpful coded prompts for faster typing when entering findings into a job. For example, when you enter a finding code into the Findings / Recs tab of a job and there is a question mark within the Finding or Note text, it will automatically highlight and the cursor will be ready to type right there.

You may also use these coded prompts within your Finding or Note text: <COMPANY> or <PHONE>. These coded prompts tell Bugbase to insert your Company Name or Phone Number when printed. By using these special coded prompts, if you decided to change your Company Name or Phone Number you will only have to change it in Company Info, and all of your Findings and Notes that include these prompts will be automatically updated.

You can assign a Default Recommendation Code that is already exists in the program, or you can create a new one by clicking Create New Recommendation. Assigning a recommendation to a finding saves time when typing up a job because the program simultaneously fills in both the finding and the corresponding recommendation codes and text.

If you are creating a note, do not assign a Default Recommendation Code.

Select what Section your finding or note falls under (Unknown, I, II, N/A, or Further Inspection).

If you are unsure what Section your finding or note is, consult the Structural Pest Act.

If you do not want this finding to be editable within a job, click the check box to the left of Do not allow editing on reports.

Select a Report Category for the finding or note. This information tells Bugbase what boxes to automatically check on the front page of the report.

Click Save at the top when finished.

If you have a job window open that you are currently editing, you must switch between tabs to refresh the findings list in the job.