Flag Notes

When there is information in a Work Request that requires the attention of some of the people in the team, you may want to flag the request for the selected people. This allows a person to ask questions or make comments to a small group of people within the team without having to bother the entire team. This eliminates a lot of wasted time in meetings for those people that are not involved in the matter. This also reduces the amount of time you would otherwise spend visiting the people individually. A flagged note is created when you flag a Work Request for individual attention. A flagged note is identified by the flag symbol next to the note in the Work Request.

In this topic, you will learn about:

• creating flag notes,
• modifying flag notes,
• deleting flag notes,
• clearing flags, and
• flag tips.

Creating Flag Notes

To create a new flag note:

1. Select the people you want to flag from the Name list.
2. Select Add -> .
3. Enter the message or information you want in the Flag Text section.
4. Select OK to save the note and return to the Work Request.

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Modifying Flag Notes

To modify an existing flag note:

1. Make the changes you want.
2. Select OK to save the note and return to the Work Request.

Changes to the note can include changing the people in the list or the text in the note. If you are changing the text of the note, you can do that directly by editing the note in the Work Request and do not have to use the Flag button to do it.

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Delete Flag Notes

To delete a flag note:

1. Delete all the text from the note from the Work Request form.
2. Select Save from the Work Request.

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Clear Flags

To clear your name from a flag note, either:

• Select Clear Flag above the flag note in the Work Request or
• Remove your name from the list in the flag dialog using <-Remove.

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Flag Tips

Here are some tips to remember when using flags:

• to clear all names from a flag note, select Clear.
• to cancel any changes, prior to saving, select Cancel.

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