Add Private Notes on a Job
Sometimes Users may need to add sensitive or confidential information to jobs so that only a select few can view it. This can be done using the ‘Add Notes - Private’ action.
On the Job Detail screen, select the <Add Notes - Private> action to display the Add Notes pop up.
Enter the desired notes and click <Save> to add them to the job. Alternatively, click <Cancel> if the notes are no longer needed or if the Add Notes screen was invoked incorrectly.
Note: It is possible for notes, either public or private, to be added to jobs that have been completed as well.
Permissions: Can View Work Order Activity Private Notes,