Add work notes to an SRM alert

Release version: Xanadu

Updated August 1, 2024

1 minute to read

Add work notes to an alert that are visible to all members of the alert team.

Before you begin

Role required: Responder, Manager, or Administrator

Procedure

Navigate to Workspaces > Service Operations Workspace.
You are taken to your SRM homepage.
Note:
If you have other SOW applications, and depending on your assigned roles, that homepage may not be the SRM homepage. It is the SOW homepage instead, with SRM alerts and incidents included in your metrics. In that case, to view SRM specific areas, select SRM modules from the left navigation pane.
From the left navigation pane, select the reliability tasks icon ().

You have two options.

Option	Description
In the alert list view	Select one or more alerts using the check box to the left of the alert, and select Edit in the list view header. Scroll down to the Work notes field and add notes. Select Update. Note: If you bulk select alerts, the change applies to all the alerts selected. For assignments, team members are notified according to their notification preferences.
In the alert form	Enter a work note in the text box at the top of the Compose content panel. Select Post Work notes

Option

Description

In the alert list view

Select one or more alerts using the check box to the left of the alert, and select Edit in the list view header.

Scroll down to the Work notes field and add notes.

Select Update.

Note:

If you bulk select alerts, the change applies to all the alerts selected. For assignments, team members are notified according to their notification preferences.

In the alert form

Enter a work note in the text box at the top of the Compose content panel.

Select Post Work notes

The work note is displayed in the Activity stream content panel and in the Alert form.

Note:

Work notes are visible to any responder, manager, or administrator.