Notes can be added to a work order after its creation.
⦿ How to Add a Note to a Work Order in Dashboard 2.0
- Locate the work order that you want to add the note to.
- Click Details to open the work order.
- On the Work Order screen, click one of the two Add New Work Order Note links.
- On the Add a Note screen, add your note.
- If immediate action is required, check the box next to Action Required.
- If the status of the work order needs to be changed, select a new status from the drop-down menu.
- Select the recipient(s) form the available list. Hold the Ctrl (⌘ on macOS) or Shift key to select multiple recipients.
- Enter the email address of any additional recipient that should be informed.
- Click Add Note to save the note.
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