Add personal notes

task australia Updated Sep 10, 2026 1 min read add-pn-aws.md
Raw file servicenow.com

Using personal notes agents can record information that remains private and is not visible to other agents working on that case.

Before you begin

Role required: sn_hr_core.case_writer

About this task

Unlike working notes, which are accessible to all agents assigned to a case, personal notes provide a secure way to document sensitive information that shouldn't be shared with the broader team. For example, when managing Employee Relations cases, agents can use personal notes to document confidential details.[Omitted image "personal-notes-aws.png"] Alt text: Personal Notes panel in contextual side panel showing text entry field and add file option

Procedure

  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.

  2. Select the Lists icon ([Omitted image "agent-ws-hr-list-icon.png"] Alt text:).

  3. Select an HR case.

  4. In the Contextual Side Panel, select the Personal Notes icon( [Omitted image "personal-notes.png"] Alt text:).

    The case must be in ready, work in progress, or awaiting acceptance state.

  5. Enter your notes.

  6. Select +Add file to add an attachment.

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