Managing Notes

Use the Change Request - Notes page (RG_CHANGE_NOTE) to add notes and attachments to change requests.

Navigation:

• HelpDesk > Add Change Request

  Click the Notes tab.

• HelpDesk > Add Case

  Select Change Request from the Related Actions drop-down list box in the Actions section, and then select the Notes page.

This example illustrates the fields and controls on the Change Request: Notes page.

When adding a new note to the change request, the note Description field may be populated using a Text Tray entry.

Notes functionality is similar across all PeopleSoft CRM applications.

Use the View Note page (RB_VIEW_NOTE_SEC) to view the content of notes and attachments related to the change request.

Navigation:

Select the notes you want to view and then click the View button on the Change Request - Notes page.

This example illustrates the fields and controls on the View Note page.