Home > Supervisor Guide > Service Level Management > Service > Status Notes

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.

Creating 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.
   
   

5. Select the Articles tab

6. Enter the Note content
   
   

7. Upload Attachments, if relevant

8. Click Save

9. Return to the Workflows > Status tab

10. Click Save to exit the State editor.

Viewing a Status Note

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