Add a note to a request

Users with the Edit Requests role permission can add a note to a request. This can be an internal note for admin only or an external note visible to both admin and the requestor.

To add a note to a request:

1. Select View > View All Requests.
2. Next to the request you want, click . The request appears.  

3. On the Notes tab, do the following:

   

   a. Enter any desired notes.

   b. To send the note from the requestor or group, deselect the Is Internal checkbox.

   Notes: Internal notes are visible to other approvers. External notes are visible to the user and group who submitted the request.

4. Click Add/Save Note. The note appears.

To delete a note:

1. Select View > View All Requests.
2. Next to the request you want, click . The request appears.
3. On the Notes tab, next to the note you want, click . A confirmation appears.
4. Click Yes.