At any point during the life cycle of a work order, permissioned users may enter notes to augment the details of the request, as needed.
It is extremely important to add detailed notes to all service requests. This ensures the service provider has as much information as possible, which may help expedite the response time.
Viewing Work Order Notes
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| title | ⦿ How to view View Notes on a work orderWork Order |
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- On the desired work order, click the Date listed under the Notes column.
The Note Summary page will appear with the following information: Column Header | Description | No. | Note number. Notes are listed in descending order, by date, with the newest note on top. | Note | Description or explanation from the user, or automatic details about the work order generated by the system. | Created by | The username or email address of the user who created the note. | Created Date | The date and time the note was created. | Scheduled Date | The date and time the service provider is scheduled to be on site at the location. |
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Adding Notes to a Work Order
