Create a note

Applies to User Roles:
System Administrator

Any note that an Administrator or Operator user creates is saved with the associated Service Manager records. You can add more notes each time you select the Notes option. Each set of notes has a time stamp and the name of the operator who created the note set.

You must have notes enabled by your Service Manager System Administrator to use this feature. To enable notes for an Incident Management operator, select notes on the Incident Management Security Profile form. For the out-of-box system, only the System Administrator has notes enabled.

To create a note:

  1. Do one of the following to locate a record:
    1. Select an incident record from a queue.
    2. Use search or advanced search to find one or more records.
  2. Click More or the More Actions icon and select Notes.
  3. Type the information in the Add New Note box.
  4. Click Save.
  5. Click Back.
  6. Click Save & Exit.

Related topics

Incident Management overview
Priority, impact, and urgency
Creating an incident
More Actions menu
Cause codes and probable cause
Incident Management paging feature
Posting outages

Example: Search for a record