Participants can add text notes to an instance. Participants who work with the item later in the process can read the notes and add notes of their own if necessary.
CAUTION:
Once a note is added to an instance it remains for the life of the instance and cannot be removed or modified. You should verify the contents of any note you enter.
To add a note:- In the Instance Detail panel,
select the
Notes tab (
) . A table is displayed with the notes that have been added to the instance.
- Click on the Add Note button (
).
The Note dialog box appears.
Note: Notes are sometimes added
automatically to an instance as it advances through the process.
These notes, which appear the same as notes added by participants,
often indicate the status of certain tasks and activities.
Tip: Notes are lost after the instance has ended, when it is discarded a few days or weeks later, depending on how your installation is configured. If there are any notes you wish to have easy access to after the instance is no longer available, you should copy the note to a text file on your system.