Status Notes

Status Notes can be assigned to Workflow States to provide the User with additional information about a stage within the Workflow Lifecycle. For example, the Status Note may contain conditions or contractual obligations relevant to the stage of the Workflow Lifecycle.

 

Assign a Status Note

To assign a Status Note to a Workflow State:

  1. Select Service > Workflows tab

  2. Select a Workflow

  3. Click the Lifecycle tab and select a Workflow State
    The status editor appears.

  4. Select the Has Notes option
    An additional Notes tab appears.

    status_notes_option.png

  5. Select the Notes tab

  6. Enter the Note content

  7. Upload attachments, if required

    state_note.png

  8. Click Save

  9. Return to the Workflows > Status tab

  10. Click Save to exit the State editor.

 

Viewing a Status Note

When requests move into a State with a Status Note, inline_info.png is displayed beside the Status field within the Summary tab of the request. Scroll over the inline_info.png to view the Status Note and access any attachments.

incident_status_note.png