Sometimes, when handling a
Request, you will need to make a note on it to keep track of certain information or to communicate that information to another user. To do this, you can click the Add Note button in the request's info pane.
This will open a pop-up window showing all current notes, as shown in the screenshot below. If the request doesn't currently have any notes attached to it, this window will be empty. To add a note to the request, select Add Internal Note.
Note: This page can also be accessed by select Edit for the request, then navigating to the <Notes> tab of the <Edit Funding Request> window.
Clicking this will cause a small text field to appear where you can enter a note with any relevant information, and a small tag on the bottom shows who made the note.
Once you've entered your note, you can select Save to save the note and continue with your work. After saving a note, it will also include a timestamp indicating when the note was made:
Note: Once you save a note, it can't be edited further. You can however delete a note by selecting the red "X" in the corner of the note.
If a request has any notes attached to it, this information will be displayed in two places. First, it will appear as a number next to the Add Note button in the request's info pane, like so:
Second, if you are editing a request, the number of notes on the request will appear as a number in the <Notes> tab of the <Edit Funding Request> window.