Handling notes

This procedure describes how to view and handle notes.

Before you begin

Ensure that you have completed Setting up a Control-M Workspace.

To handle notes:

1. In the Workspace, in the bottom pane, click the Notes tab.

   The Notes information appears in the bottom pane. The latest note from the scheduler is in bold.

2. From the Show drop-down, you can filter to see the following:
   • All: Enables you to view all notes written by you and the scheduler
   • Needs attention: Enables you to view notes written by the Control-M Scheduler and need to be handled by you. A Folder/Job with a note from the scheduler that needs to be handled by you are indicated with .
   • Draft: Enables you to view notes written by you only.
3. Click on note you want to view.
   • If it is a Folder/Job note, the relevant entity is highlighted in the flow diagram. The note pane on the right opens, and you can view the note. If it is a note written by you, you can edit the note details.
   • If it is a Workspace note, click . The notes appear on the right pane, and you view the note. If it is a note written by you can edit the note details.

You can answer the scheduler, as described in Adding a note to a Workspace and Adding a note to a Folder/Job.