View notes on devices and checks

Notes are displayed in the South-pane Notes tab. You can see the notes either directly in this tab or when you click the Note icon against a device or check. The age of the displayed note is based on the Length of time to display notes threshold.

Where a note is recorded against a check, server or workstation, a note type icon displays in the Notes column for that entity.

In the North-pane Notes column notes and the Notes tab, three icons indicate that notes are available:

Icon Description

note_technical

Technical (private) Note

note_public

Client-facing Notes

note_both

Technical and Client-facing Notes

View individual notes on a device

  1. On the N-sight RMM Dashboard North-pane, search for the device with a note
  2. Click the device's note icon

    The Notes tab opens filtered by device level notes.

View individual notes on a check

  1. On the N-sight RMM Dashboard North-pane, select the device with a note
  2. On the South-pane, search for the check containing the note
  3. Click on the check's note icon

    The Notes tab opens filtered by the notes created for this check.

View notes in the Notes tab

  1. On the N-sight RMM Dashboard North-pane, select the device
  2. Go to the Notes tab in the South-pane

    All Notes recorded against the Device are displayed (both Device and Check level).

    3. notes_tab_example

View note reports

Depending on the note type, a note can be viewed by you and your client users in the Notes Report. You can also configure Client-facing Notes Report to be sent to your clients on a daily, weekly or monthly basis.

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