Notes are for saying something about an item that isn't a decision: "waiting for the engineer's report", "spoke to Priya, she'll check on Monday".
Where you can add notes
On | Where you'll find them |
|---|---|
Assessment units | The unit's panel and screen, per cycle (earlier cycles on request). |
Tests | The test's panel on the Testing screens, and the Test Runner. |
Findings | The finding's panel and its own page. |
Actions | Each action's Notes button. |
Add a note
Find the Notes section on the item.
Click +.
Type your note and save.
Good to know
Notes are shown newest first, with who wrote them and when.
Notes can't be edited or deleted. If you got something wrong, add another note.
Notes aren't history. The history records what happened (moves, hand-ons, decisions); notes are what people want to say.
Adding notes to an assessment unit needs the right permission, and at some workflow stages your workflow role may not allow it. See What you can do at each stage.