Add personal notes

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Personal notes allow agents to record information that remains private and is not visible to other agents working on that case.

    Vorbereitungen

    Role required: sn_hr_core.case_writer

    Warum und wann dieser Vorgang ausgeführt wird

    Unlike working notes, which are accessible to all agents assigned to a case, personal notes provide a secure way to document sensitive information that shouldn't be shared with the broader team. For example, when managing Employee Relations cases, agents can use personal notes to document confidential details.Personal notes

    Prozedur

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select the Lists icon (HR Workspace Lists icon).
    3. Select an HR case.
    4. In the Contextual Side Panel, select the Personal Notes icon( Personal notes).
      The case must be in ready, work in progress, or awaiting acceptance state.
    5. Enter your notes.
    6. Wahlweise: Select +Add file to add an attachment.