Adding yourself to a Watch List


Concept


Steps:

  1. Click the reference number of the job you would like to add yourself to the watch list.

    Step 1
  2. Click the Notes tab.

    Step 2
  3. Click in the Customer Notes: field.

    Step 3
  4. Enter information into the Customer Notes: field. Enter "Re-assigning this job to the relevant team.", for example. 

    Step 4
  5. Click in the Work notes: field.

    Step 5
  6. Enter information into the Work notes: field. Enter "2L please can you assist with this job.  Thank you.", for example. 

    Step 6
  7. Click the Add me button to add yourself to the watch list. 

    Step 7
  8. Click the Add me button to add yourself to the work notes list.

    Step 8

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