Adding notes to a form

Item notes can be added to any form, regardless of its status. These can be helpful if you want to comment on a form but don't want to enter the details into the form itself.

An item note includes a time stamp and the name of the person who added it.

  1. Select  or  under the Notes column

  2. Type your note into the Add Note field


  3. Select Save
    • Once a note has been saved, the  icon will update to  so that you know what forms have notes.