Add personal notes

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Using personal notes agents can record information that remains private and is not visible to other agents working on that case.

    Before you begin

    Role required: sn_hr_core.case_writer

    About this task

    Unlike working notes, which are accessible to all agents assigned to a case, personal notes provide a secure way to document sensitive information that shouldn't be shared with the broader team. For example, when managing Employee Relations cases, agents can use personal notes to document confidential details.Personal Notes panel in contextual side panel showing text entry field and add file option

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select the Lists icon ().
    3. Select an HR case.
    4. In the Contextual Side Panel, select the Personal Notes icon( ).
      The case must be in ready, work in progress, or awaiting acceptance state.
    5. Enter your notes.
    6. Optional: Select +Add file to add an attachment.