Viewing Notes

Participants can add notes to an instance to maintain additional information about it for later reference.

You can determine if an instance shown in the Instance Detail panel has notes by looking at the number between parenthesis displayed in the Notes tab. This shows the number of notes that have been added to the instance. If the number is 0 (zero), then the instance has no notes.

You can also determine if an instance has notes directly in the Work List panel, so long as the Has notes column is visible. If the instance has notes, the Notes icon (Notes icon) appears in the column.

To view notes that have been added an instance:

  1. In the Instance Detail panel, Select the Notes tab. A table is displayed with the notes that have been added to the instance.
  2. If the note is short, the entire note is displayed in the Note column. If the note does not fit in the Note column, click on the ellipsis (...) to display the whole note.