Dispatch notes and history

Dispatch provides two related records: notes for operational context and history for tracked workflow actions.

Add or review notes

Open the dispatch item's three-dot menu and select Notes. Previous notes show their text, date and time in the site's time zone, and author.

To append a note:

1. Enter the new note above the previous-note list.
2. Select Save.

Notes cannot be blank. Saving appends a new note and records the action in dispatch history; it does not replace earlier notes. New notes cannot be added to a closed dispatch item.

Include the action taken, outcome, current condition, next step, and any related incident or work identifier. Do not repeat sensitive information unnecessarily.

Dispatch history

Open the three-dot menu and select Record History. The read-only grid shows newest activity first:

• Action — the tracked workflow event;
• Action Date — when it occurred in the site's time zone;
• Action By — the responsible user.

History can include creation, field updates, reassignment, assignment confirmation, notes added, and closure.

Note

Notes explain operational context; history records that workflow actions occurred. Review both when reconstructing the sequence of a dispatch.