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Adding Notes and Attachments from the Detail View

Adding Notes and Attachments from the Detail View

From the Attachments & Notes tab, you can:

Adding Notes

When adding a note, you may also check Pin Note, Follow Up and Action Required.


  • (NEW) Pin Note: Check Pin Note if you wish to pin this note to the top of the work orders notes. It will show up on the List View and Details View and in Dashboard notes for both you and your Provider, signifying this is the most import/pressing note right now for this work order.
  • Follow Up: Use the flag if you or your colleagues need to revisit a work order at a later time, for example, to ensure the provider clocked in or updated the work order by the specified date.

    The follow-up date appears on the note once the latter is created. Another note is added to the service request when the follow-up date rolls around. The note informs that a notification email was sent to the recipient reminding them that this work order was flagged for a follow-up.

WO note informing that the follow-up alert has been sent to the recipient

  • Action Required: Select this flag to prompt the recipient of the note to take further action on a work order and help yourself track notes that need action to be taken. You can track all work orders with action required notes from the ALP and by filtering in the List View.

    When Action Required is checked, you will see Action Required in the bubble on the left of the note and a Resolve button on the right. If you have resolved the issue, you can press the Resolve button here or in the Notes tab under the Work Order Details View

  • If you check both Follow Up and Action Resolved, it will create two notes, both with the Action Required bubble and the Resolve button like in notes #3 and #4 above.
  • Action Resolved: When the action has been resolved, click on the Resolve button. The Resolve button will disappear and the Action Resolved bubble will show up on the left like in note #3 above.


You may also add a note to multiple work orders. See Editing Multiple Work Orders in Batch for more information.

You may either select a recipient(s) with access to the specific location from the To Send Email Select Addressees list or enter an email address(es) in the or Enter Email Address(es) box.

In addition, you may also add an attachment related to the work order while adding a note. There is an optional feature which allows you to send notes with MS Teams

⦿ How to Add a Note to a Work Order
  1. In the detailed view of the desired work order, under the Attachments & Notes tab, click Add Note/Update Schedule Date. The Note <#> for <WO #> window opens.
  2. Enter your notes in the Notes text box.
  3. (Optional) Check the Pin Note box to pin this note to the top of the work orders notes.
  4. (Optional) Check the Follow Up box, and include the Date by which the recipient should respond.
  5. (Optional) Check the Action Required box.
  6. Inside the Add Addressee(s) box, type or select the name(s) of the people you wish to copy to the note.
  7. (Optional) Check the Send a Copy to Myself box, and enter desired email in the My Email box.
  8. (Optional) Add an attachment:
    1. In the bottom of the Note <#> for <WO #> window, in the Add Attachment section, click Select a File.
    2. Browse to the location of the desired file, and click Choose. The selected file appears in the Notes window.
    3. Enter a brief description about the attachment.
  9. (Optional) Repeat steps 8a - 8c to add up to 5 files.
  10. Click Save and Send Note. The note details display in the Attachments & Notes tab. The selected recipients receive email notifications.