Adding Notes

 

If you would like to add any additional information or technical information to a request based on your observations, you can use Add Notes option. You can also use this option to update the status of the request.

 

To add notes to a request,

  1. Click Work Request tab in the header pane to open the request list view page.

  2. Click the Title of the request to add notes.

  3. From the request details page, click the Actions menu -> select Add Notes option from the list. The Add Note page opens as shown below,

  1. Enter the content in the text box below the Request ID.

  2. There are two types of notes that can be added to the request such as, public & private.

These notes can be added to the request by both the supervisor and the requester. By default the requester can add only public notes.

By default, the supervisor can add only a private note but the supervisor also has an option to make his notes public. If you want the notes to be visible to the requesters (public), then select the Show this notes to Requester also check box. Else only the supervisors will be able to view the notes (private).

  1. If you want to notify the supervisor about the addition of the note, then select the check box, E-mail the supervisor for notes addition.

  2. Click the Add Note button. The note is added at the bottom of the request along with a date and time stamp. The name of the person who added the note is also displayed.

You can add any number of notes to a request. The added notes is displayed in the descending order with recently added note first. You can also edit or delete the notes that have been added.

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