The Notes feature allows users to record important information at each stage of the Request process.
NOTE: The Request Notes tab is visible to all users with permissions to view that Request Type, and notes can be added by all users with permissions to view the request.
Steps to Create Notes
Open the Request for which you want to add notes.
Click Notes. If there are notes already created for the Request, they displays on the Notes screen as shown below. The total count of notes is also displayed on the left-hand navigation pane:
If you want to create new notes for the Request, click Add Note. The following screen displays (Note, the Print Notes button only appears if a note is already present)
Select a Task from the drop-down menu.
Enter any notes in the Note field.
Click Save. The note that you have created appears on the Notes screen with its corresponding Task. You can add multiple notes for each Task.
NOTE: To edit a Note that has been created, click Edit next to the Note you want to edit. Edit the Note as needed, then click Save.
NOTE: To delete a Note that has been created, click Delete next to the Note you want to delete, then click OK.
NOTE: To print Notes, click Print Notes > Print.
NOTE: To view Note History, click History next to the Note you want to view History for. The Note History screen displays as shown below.
