Notes allow agency users to post status updates or key information for other Staff users on a request. Notes are not directed at any staff and have a different trigger for email notifications, which differentiates them from internal messages. Admins and Department Admins can pin notes to the top of the timeline for easier visibility.
Add a Note
Select the Add note (notepad and pencil) icon in the toolbar
Enter the text of your note
Click the Send Notes button
Pin a Note
Admins and Department Admins can pin a note above the Timeline to help make key information from a request easy to access. Only one note may be pinned at a time.
Select the pin icon next to a note on the Timeline tab
Note:
Admins and Department Admins can also check the Pin this note above the timeline box when they create a note.
View the pinned note under the Pin board section of the request
Note:
Only one Note may be pinned at a time.
Select the pin icon again to unpin a note
Email Options for Notes
Agency users can edit their Email Notification Settings to get notified when a Note has been created and/or a Note has been pinned on a request they are assigned to.
Timeline Entries for Notes
Timeline entries with Staff-only visibility are generated for the following actions:
Creating a note
Pinning a note
Unpinning a note
