Order notes provide a record of key actions taken on an order, including who released, authorised, or cancelled it. They support transparency and tracking for both unit users and head office users.
As a unit user
Unit users can view and update notes from Site View.
Click Site View.
Search for and select the relevant order.
Click Notes.
To expand the notes view, click the four arrows icon.
As a head office user
Head office users can follow the steps above or view notes from the Admin area.
Click the Admin area.
Select Edit Orders and search for the order.
Click Notes.
To expand the notes view, click the four arrows icon.
📌 Note: You can use notes to record manual actions or add context that may be helpful during approvals, audits, or reviews.