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The first icon is the Add Note to Phase icon.

⚪ Add Note(s)

When you click on the Add Note to Phase icon, a window will pop up where you can add notes to the phase.

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This Add Note to Phase window works exactly the same as when you left-swipe on a phase listing and click on Add Note.

To back out of this page, you can also click Cancel at the bottom-right of the window.

When adding a note, click on the drop-down arrow next to Note Type.

A list of options will pop up. Click on an option to make your selection.

Type your notes in the Notes field, using the keyboard that slides up onto your screen.

Click Save when you are done. If you change your mind, you can click Cancel on the bottom-right of this window to back out of the screen without saving.

⚪ View Note(s)

To view your notes and other notes on the phase, click on Notes Log from the Phase Details screen.

After clicking on Notes Log, the Phase Notes window pops up, showing the last entry we just created. Click Close at the bottom-right of this window to back out of the screen, or click Add Note to enter another note.

Click on WO Notes from the Phase Details screen.

The exact same note that we just viewed under Notes Log also shows up in the WO Notes / Header Notes.

The second icon in the bottom row of the Phase Details screen is the camera icon. Click on it when you need to add images to the phase record.

When you click on the Camera icon, you have two options: You can take a photo from your iPad, or you can use an existing photo from your gallery.

⚫ From Camera

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First, we’ll click on the From Camera option.

Next, your device’s camera will take over the screen. Click the white camera trigger on the right of the screen, or Cancel to cancel this option.

Next, you will have the option to either Retake the photo or you can click on Use Photo if you are happy with your results.

⚫ From Gallery

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Next, we’ll use the From Gallery option. If you don’t want to take a new photo and already have the image you want to attach sitting in your Gallery, select From Gallery instead of From Camera.

After you click on From Gallery, all of your stored photos on your device will pop up. Click on the photo you wish to use.

⚫ Related Docs

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After the photo uploads to the Phase, click on the Related Docs link in the Phase Details screen to view it.

After clicking on Related Docs, the Related Documents screen pops up.

Close out of Related Docs and then close out of Phase Details and view the phase in your Work List. Adding a photo to a phase turns on the paperclip icon.

Click anywhere on the phase to open the Phase Details again.

Click on Related Docs to view the image we just attached to that specific phase (and work order).

The third icon, of a clipboard with a checkmark, updates the Phase Status.

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This Phase Status Update window works exactly the same as when you left-swipe on a phase listing and click on Update Status.

Click on the Phase Status Update icon. By default, the current status populates the New Status box. You must select a new status to be able to save, since this feature is for updating the status.

To set the New Status, click on the drop-down arrow for that field and make your selection from the list. Here, we don’t update the status yet, to demonstrate what happens.

If you decide to add a note to the Note Log, click on the drop-down arrow for the Note Type field as well, and make a selection from that list.

Hit Save to update the status (and optional notes).

If you look up at the Status at the top-right, you will see that it has now changed from Assigned to Planning.

The number in parentheses next to Notes Log will have also increased by 1, if you also added a note to the Phase Status Update.

If you click on Notes Log, it will open all the notes for the Phase, including the one we just entered via the Phase Status Update. Click Close at the bottom-right of the window to back out of this screen.

Click on WO Notes from the Phase Details screen.

The exact same note that we just viewed under Notes Log also shows up in the WO Notes / Header Notes.

The Phase Assignments feature is for adding additional shop persons to the phase.Click on the fifth/assignees icon at the bottom of the screen.

The Phase Assignments window opens up. Click on the Available Shop Persons drop-down.

Make your selection from the list of available shop persons.

In the example below, I select Sandra Henley as the Available Shop Person, and switched her from Not Primary to Primary. Click Save.

Now, Sandra Henley has been added under the Shop Person column and under the Primary? column, the value is set to Yes. Add more Available Shop Persons or click Close.

Again, depending on your role, you may not have access to this feature. Roles like Supervisor vs Technician have different access and capabilities within the Anvil app.

Preventive Maintenance (PM) phases are marked with the wrench icon. This means there are checkpoints that need to be completed in order to fulfill the phase/task.

The final icon at the bottom of the Phase Details screen is the Room Schedule icon. If the icon is blue, you can click on it to view the room schedule for the space that is tied to the Phase.

Click on the calendar icon to pull up the Room Schedule. In the case below, Anvil was not able to find any information.

If Notes Log is blue/clickable, there are notes attached.

When you click on Notes Log, a window pops up, the Entry Date and time for each note, the person who entered the note, and the actual Notes. In the example below, I entered 2 very short notes (“Test” and “Test 2”).

You can either click on Add Note to add your own note to this list, or you can press Close to back out of this window when you’re finished.

Info
This Add Note to Phase window works exactly the same as when you left-swipe on a phase listing and click on Add Note.

If you click on Add Note, an Add Note to Phase window pops up. This is the same window that pops up when you left-swipe on a phase listing and choose Add Note from there.

When you add a note to the phase, the exact same note is added to the WO Notes log that the phase is linked to.

There are other ways notes can be added to a phase. The method above doesn’t work for adding notes if you can’t click on Notes Log yet (when it’s grayed out because no notes have been entered yet).

Click on All Phases to view a list of other phases under the same work order as the phase you currently have opened.

Each phase has the phase number at the top-left along with other basic stats and descriptions. Click Close at the bottom-right when done viewing.

While Notes Log shows notes entered on the phase you’re currently viewing, WO Notes (or Work Order Notes) are a similar to the Notes Log, but it also includes all the notes on the Work Order (including Notes Logs of all the associated phases).

If WO Notes is grayed out, that means there are no notes for the linked work order. If it’s blue, you can click on it to view the WO Notes.

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After clicking on WO Notes, a window will pop up, called Header Notes, which (similar to Notes Log for the phase) lists the Entry date includes notes for all phases under the work order, including the one you’re currently viewing.

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Click on WO Notes. lists the Entry date and time, who created the entry, and the Notes, which include the phase number.

When you click Click on Extra Desc from the Phase Details, you can to read additional information on the phase. Swipe up and down to scroll through the entire message. When you’re finished, click Close at the bottom-right to back out of this windowHit Close when finished.

The Extra Description is usually just the call log information, but can be edited by anyone with edit rights. In the screenshot above, the user has read-only rights.