View and Add Work Order Notes

You can attach notes to work orders at any time in order to record important information or keep track of what is happening with the order.

View Work Order Notes

To view and add notes to a work order, complete the following steps:

1. Open the Work Order details screen for the work order.
2. In the Financial region at the bottom of the screen, click the Notes tab.

The Work Order notes sub-tab opens, displaying a summary of all of the notes currently in the system for the work order. Show me

3. To view the full text of a specific note, double-click it in the list.

The Note popup screen appears, displaying the full text of the note along with details regarding who created it, when it was created, and what type of note it is. Show me

Add a Work Order Note

To add a work order note, complete the following steps:

1. Click the Add Note button below the list.  

The Add Note popup screen appears. Show me

2. Enter the text of your note in the box.
3. Click the Add Public Note button if you want everyone who is authorized to see the work order to also be able to see the note you wrote.

OR

Click the Add Private Note button if you want to hide the note from everyone other than yourself.

The note you created is then added to the list on the Work Order subtab.