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Add a field only when you have used the note three times

7. 6. 2024 · 1 min čítania

A custom field for every idea becomes a form nobody finishes. A repeated note deserves a field.

The first time you care about warranty end, write it in the note. The third time you hunt for it, make it a field. Fields that arrive before the habit are empty, and empty fields teach people the form is optional.

Good candidates are facts you filter on: warranty end, supplier, year it went into service, whether it needs a contractor. Bad candidates are essays. An essay is a note. A date is a field.

Name it in the team’s words

“Commissioning date” will be skipped. “In use since” will be filled. The field should match the sentence.

Do not add a field to impress a report. If you never sort or filter by it, it is clutter on the file a trainer opens at 7 a.m.

When you retire a field, do not delete the old values without a thought. They may be the only record of a date you no longer ask for.