How to filter notes
Notes build up over time, and in a building with many systems the list gets long. The notes panel has two ways to narrow down: the time span you're viewing, and a filter limiting it to the asset you're working on.
How to open the notes panel
Click the notes button on a graph or a module page to open Notes in the side panel. Show notes displays them on the graph, Hide notes hides them again.
How to limit to what you're looking at
Use the filter button in the notes panel to limit the list to the selected asset. If you're on an energy meter, you see the notes covering it — not every note in the building.
Switch the filter off again to see the whole list.
How to control the time span
The notes list follows the period selected on the page. If it says No notes for selected time span, there are no notes in that period — it doesn't mean the building has none.
Note: This is the most common source of confusion. If you're viewing Last 30 days, the panel only shows notes from those days. If you're looking for an explanation of something that happened last year, widen the period first.
How to read a note
Each note shows:
Field | Contents |
|---|---|
Level: | Info, Warning or Error |
Building: | the building the note covers |
Timeseries: | the assets it's attached to |
Source: | where the note came from |
Created by: | the author |
Last updated by: | who changed it most recently |
Source is worth checking: notes created by Properate Insights were generated automatically, while the rest were written by people.
Frequently asked questions
Can I filter by level?
The levels are marked on each note, so Error and Warning are quick to spot in the list. To find something specific, time span and asset are the stronger filters.
Why do I see notes that have nothing to do with what I'm working on?
Because the filter is off. Switch it on to limit to the selected asset.
Can I edit a note from the panel?
Yes, use Edit — or Delete to remove it.
How do I add a new one?
Use Add note — see How to add a note.
Tip!
Widen the time span to a year when investigating a recurring problem. Notes from last year are often the whole explanation for something that looks new today — but they're invisible in a thirty-day window.