---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/field-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create an operational note

# Create an operational note {#ariaid-title1}

Release version: Australia  
Updated October 23, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create an operational note for a user, crew, equipment, or work order task so that other dispatchers can see it in Dispatcher Workspace.

## Before you begin

Role required: wm_dispatcher

## Procedure

1. Navigate to AllField ServiceDispatchingDispatcher Workspace.
2. Select Dispatcher Workspace.
3. Open the note form from one of these places:  
   * The overflow menu on a resource card, select Open operational note.
   * The overflow menu on a work order task card, select Open operational note.
   * Right-click a calendar event, select Open operational note.
4. Enter a description.  
   The description is required. It is plain text and can be up to 4,000 characters.
5. Select the effective start and end dates.  
   The start date defaults to today, and the end date defaults to the start date. A note covers whole calendar days. An end date earlier than the start date isn't allowed.
6. Select the reference type, then select the record.
7. Select Submit.  
   If the dates overlap another note for the same record, the note isn't saved, and a message tells you that a note already exists on that date.

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