Add personal notes
Using personal notes agents can record information that remains private and is not visible to other agents working on that case.
Before you begin
Role required: sn_hr_core.case_writer
About this task
Unlike working notes, which are accessible to all agents assigned to a case, personal notes provide a secure way to document sensitive information that shouldn't be shared with the broader team. For example, when managing Employee Relations cases, agents can use personal notes to document confidential details.
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Personal Notes panel in contextual side panel showing text entry field and add file option
Personal Notes panel in contextual side panel showing text entry field and add file option
Procedure
Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
Select the Lists icon (
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Select an HR case.
In the Contextual Side Panel, select the Personal Notes icon(
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The case must be in ready, work in progress, or awaiting acceptance state.
Enter your notes.
Select +Add file to add an attachment.