Notes on Investigations

Role Availability Read-Only Investigator Analyst Manager

USM Anywhere enables you to add notes to your investigations.

Important: You can link up to 100 notes to each investigation.

To add a note

  1. Go to Investigations.
  2. Locate the investigation in the Investigations list.
  3. Click the title of an investigation to display its details.

  4. Click Add Note.

    Add a note to a case investigation

  5. Enter the text you want to include.

    6. Note: There is a maximum length of 4000 characters, which is about 600 words.

  6. Click Save.

    7. The new note displays in the details of the investigation.

To edit a note

  1. Go to Investigations.
  2. Locate the investigation in the Investigations list.
  3. Click the title of an investigation to display its details.
  4. Locate the note you want to edit and click the icon.

    Edit icon in the notes section of a case investigation

  5. In the Edit Note dialog box, change the text for the note as needed.
  6. Click Save.

Note: Users in the Analyst and Investigator roles can only edit notes they created.

To delete a note

  1. Go to Investigations.
  2. Locate the investigation in the Investigations list.
  3. Click the title of an investigation to display its details.
  4. Locate the note you want to delete and click the icon.

    Delete icon in the notes section of a case investigation

  5. Click Delete in the confirmation dialog box.

Note: Only users in the Manager role can delete notes.