Within Devensoft, Notes are accessible via the Activity Map and the Notes tab. This article discusses how to create and view Notes from the Tab Bar. To do this:
- Open an Integration and navigate to the Notes tab.
- Click on the + Create button which displays the Notes Detail window.
- Associated Item: Choose the associated item for your note.
- Complete the remaining fields.
- Current Status and Status Trend fields are subjective and manual entries.
- Current Status of an item can be on schedule, at-risk, etc.
- Status Trend is from a historical perspective in relation to how this item has performed in the past and can be on schedule, at-risk, etc. The color coding is based on the picklist value that is chosen, e.g. On Schedule = green; At-Risk = orange; delayed = red; Complete = blue, and Not Set = Gray.
- Current Status and Status Trend track the current and historical status of the Workstream.