Configure notes prompt for check clearing

You can configure a prompt to enter notes against checks as they are cleared to explain why the check is cleared.

There are two types of notes:

• Technical (private) note — A note only available for team members that could outline investigative steps, the cause of a problem, and solutions. Technical notes are viewed on the All Devices view or in the Notes Report.
• Client-facing note — A note for the Client that they can view on their All Devices view or in the Daily, Weekly or Monthly Client-facing Notes Reports .

To configure the notes prompt for check clearing:

1. On the All Devices view North-pane, go to Settings > General Settings.
2. Select Notes.
3. Enable Prompt for notes when clearing failed checks.
4. Select OK to save

For more information, see Add notes to devices and checks .