Managing Notes

The notes are add-on information that you may want to provide to other stakeholders in a workflow. On the Notes tab, you can add new notes, and also view, modify, or delete the notes you had previously added.

The notes created in a work order are for the technicians working on the repair and may contain information related to repairs, parts, labor, sublet, or cost. The work order notes are available to technicians on the Technician Workstation (TWS) portal.

Note: A notes icon in the Notes tab indicate that a note is added to the work order.

To view a note

1.    Click the Notes tab.

2.    You can view the notes in one of the following ways:

o      Click the Show All Notes link to view all the notes.

o      Click adjacent to the note you want to view.

Tip

To view the Add Note dialog box, click the Add Note link.

To add a note

1.    Click the Notes tab.

2.    Click the Add New Notes link.

The Add Note dialog box opens.

3.    In the Subject and the Note boxes, type the subject and the details of the note, respectively.

Required fields are marked with a red *.

4.    When finished, click one of the following:

o      Save to save the note and close the Add Note dialog box.

o      Save & New to save the note and add another note.

o      Cancel to disregard any changes and close the dialog box.

Note: After you add note to a work order, the notes icon is displayed in the Notes tab.

To edit a note

1.    Click the Notes tab.

2.    Click next to the note you want to edit.

3.    Click the Edit Note link.

The Edit Note dialog box opens.

4.    Make the desired changes.

5.    When finished, click one of the following:

o      Save to save the note and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

To delete a note

1.    Click the Notes tab.

2.    Click adjacent to the note you want to delete.

3.    Click the Edit Note link.

The Edit Note dialog box opens.

4.    Click Delete.

5.    In the Confirm Deleting Note dialog box, click one of the following:

o      Yes, Delete Note to confirm deletion.

o      Cancel to disregard any changes and close the dialog box.

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