Adding notes

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Notes enable documentation throughout the investigation process and supplement the structured report template.

About this task

Notes supplement the formal investigation report with informal observations, questions, and supplementary information not captured in the report template.

Adding a note

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Procedure

  1. Open the investigation detail view.
  2. Click the Notes tab on the right side.
  3. Click Add Note button.
  4. Enter your note content (investigation findings, observations, action items, AI agent summaries, etc.).
  5. Format the note using available text formatting options (if available).
  6. Click Save to add the note.
    The note appears in the Notes list with timestamp and author.

Editing or deleting notes

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Procedure

  1. To edit: Click the Edit icon next to your note to modify it.
  2. To delete: Click the Delete icon to remove a note (will require confirmation).

Note best practices

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About this task

  • Be clear and concise
  • Include relevant dates, times, and identifiers
  • Use professional language
  • Add notes regularly to maintain investigation continuity
  • Use notes for informal observations; use the report template for formal documentation