Order notes provide a clear record of key actions taken on an order, including who released, authorised, or cancelled it. They help maintain transparency and support tracking for both unit users and head office users.
Use the steps below to view and add order notes based on your access level.
As a unit user
Unit users can view and update notes from the 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 access the notes from the Admin area.
Click the Admin area.
Go to Edit Orders and search for the order.
Click Notes.
To expand the notes view, click the four arrows
icon.
You can use notes to record any manual actions taken or add context that may be helpful during approvals, audits, or reviews.