Add personal notes
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
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Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
-
Select the Lists icon ([Omitted image "agent-ws-hr-list-icon.png"] Alt text:).
-
Select an HR case.
-
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.
-
Enter your notes.
-
Select +Add file to add an attachment.
---
title: Add personal notes
description: Using personal notes agents can record information that remains private and is not visible to other agents working on that case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/add-pn-aws.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Agent Workspace for HR Case Management contextual side panel, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---
# Add personal notes
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.
| title | Add personal notes |
| description | Using personal notes agents can record information that remains private and is not visible to other agents working on that case. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/add-pn-aws.html |
| release | australia |
| product | Agent Workspace for HR Case Management |
| classification | agent-workspace-for-hr-case-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Agent Workspace for HR Case Management contextual side panelUseAgent WorkspaceHR Service DeliveryEmployee Service Management |