Request Notes

Adding Notes

Notes can be recorded against a request, so that application users can be made aware of what actions have been taken or need to be taken.  Notes will be copied onto the request from a referral as part of an installation request.

Adding Request Notes

• Search for the Service User: See Section: Search Service Agreement
• Select a service agreement to open the service agreement summary page
• Select the Requests tab and select the request
• Select [Edit]
• Select [Add] in the notes section to open the Add New Note window

Removing Request Notes

• Search for the Service User: See Section: Search Service Agreement
• Select a service agreement to open the service agreement summary page
• Select the Requests tab and select the request
• Select [Edit]
• Select the note hyper-link in the notes section to open the note
• Select [Archive]

Or

• Select [Cancel] to cancel the archiving of the note

Note: Notes may consist of up to 1024 characters and they cannot be edited once added.

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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