Add Notes to a Work Request
You can add notes to your work request, and these can be:
- Internal Note - this note will stay internal and a notification will be sent to the individuals assigned to the work request.
- Public Note - this note will be public and a notification will be sent to all individuals involved, including the work requester.
- Navigate to Request.
- Double-click a work request to open it.
- Click either:
- (A) the New New Internal Note button and the New Internal Note dialog displays.
- (B) the New Public Note button and the New Public Note dialog displays.
- In the description field, enter the note.
- Click the Add Note button and the note is added.
- Click the Save button and this will save the note at the end of the work request.
For the note you want to delete, click the Delete icon.