Configure Notes prompt for Check Clearing

You can configure the N-sight RMM Dashboard to include the option to add notes to explain why a check is cleared.

There are two types of notes:

• Technical (private) note — A note for team members that could include the investigative steps completed, cause of failure and solutions, and so on. Technical notes are viewed on the N-sight RMM Dashboard or in the Notes Report .
• Client facing note — A note for the Client that they can view on their N-sight RMM Dashboard or in the Daily, Weekly or Monthly Client-facing Notes Reports

To configure the Notes prompt for Check clearing:

1. Log into the N-sight RMM Dashboard using an account with Notes permissions enabled
2. Go to Settings > General Settings
3. Click Notes
4. Enable Prompt for notes when clearing failed checks

   

5. Enter the number of days in Length of time to display notes (in days, max 999) (optional)
6. Click OK to save and apply

For more information, see Dashboard Notes.