Job notes

Job notes allow a user to make a note against a job to store any relevant information that may not be captured in a form step. Any user with the ability to view the requisition or job record will have the ability to create notes.

Adding a job note

1. Navigate to the Job Card.

2. Hover over the Job Details tab and click Add Job Notes.
   
   

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3. Enter in the job note information into the screen and upload any applicable documents.

4. Click Save Note.
   
   

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5. Users can select View to view the detailed content of the note or Edit if the user has been given the permission to edit notes.
   
   

If the user has been given the permission to delete notes, then they will have the action to delete the note or note edits.

Deleting a job note

Follow the steps below to delete a note:

1. Click Add Job Notes from the View Requisition Details page.
   
   

2. Click Edit on the note you wish to delete.
   
   

3. Click Delete Note.
   
   

4. You will be provided with the opportunity to cancel the action or delete the note. If you wish to proceed click Delete Note.