View all notes for an application (22.10 and earlier)

  WorkspacesThis topic relates to Journey Workspaces   |     Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers   |  20.05This feature was introduced in the 20.05 release23.04This feature was updated in the 23.04 release

As an application progresses through its life cycle, it may pass from one user to another to perform various assessments or other activities. Each user that touches the application can add information such as how the application is processed, details of user inquiries, or changes in prioritization. An application can pass through many different sets of hands, so it's important to capture this information in case it's needed by someone else later in the application life cycle, or to assist in responding to inquiries. Information captured this way is stored as notes against the relevant tasks. Notes can be added to any task at any time, even if the task is completed.InfoIn Workspaces 22.04 and earlier releases, notes can be added to any task that is in progress, but not to completed tasks. To learn about creating notes, see Application Details Screen > Application timeline.

You can view notes for a specific task in the application timeline on the Details screen. This is convenient if you know which task a note was made against. But maybe you don't know which task to look at, or you want to see an overview of all notes for the application. In this instance, you can use the View Notes action which is available from the Details screen in all spaces.

To view all notes for an application:

1. Click the navigation menu icon to open the navigation menu, and select any space. The List screen is displayed.
2. In the item list, locate an application or task that you want to view notes for and point your cursor at it. The available actions appear at the right-hand side.
3. Click descriptionView Notes. The Step Notes modal window is displayed. Notes are grouped by step and task, placing each note in the context of the application's and task's state at the time that it was made. A scroll bar appears if necessary, allowing you to view all the notes, and you can expand the modal window to use the full screen.

   

4. When you're finished viewing the notes, click closeClose in the top-right corner of the modal window to close it and return to the screen you started from.