Defining a service order note type

Note types are used to classify and organize the notes that are recorded against a service order, job, or asset. Rather than allowing freeform, unstructured commentary, note types provide a consistent framework for capturing important information — such as work performed, safety observations, customer communications, or follow-up actions required.

To define a Note Type:

1. Navigate to the Service Order Note Types form.
2. Select Add from the form header.
3. Check the System box.
4. Fill in the required and optional fields.
5. Select Save.