Manage operational notes from the list
task australia Updated Oct 23, 2026 1 min read manage-operational-notes-list.md
View all operational notes together in a list, and manage them from there.
Before you begin
Role required: wm_dispatcher
About this task
The operational notes list shows notes for all records in the system, including users, crews, equipment, and work order tasks. Dispatcher Workspace can't show all notes together, so use this list to see them all.
Procedure
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Navigate to All > CRM Workspace.
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Select the List.
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Select Dispatching > Operational Notes.
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Use the list to search, filter, and change dates on notes.
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To edit a note, open its record and edit it there.
40 lines · 1.3 KB
--- title: Manage operational notes from the list description: View all operational notes together in a list, and manage them from there. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/field-service-scheduling/manage-operational-notes-list.html release: australia product: Field Service Scheduling classification: field-service-scheduling topic_type: task last_updated: "2026-10-23" reading_time_minutes: 1 breadcrumb: [Operational notes, Using Dispatcher Workspace, Assigning tasks from Dispatcher Workspace, Scheduling and dispatching, Use, Field Service Management] --- # Manage operational notes from the list View all operational notes together in a list, and manage them from there. ## Before you begin Role required: wm\_dispatcher ## About this task The operational notes list shows notes for all records in the system, including users, crews, equipment, and work order tasks. Dispatcher Workspace can't show all notes together, so use this list to see them all. ## Procedure 1. Navigate to **All** > **CRM Workspace**. 2. Select the **List**. 3. Select **Dispatching** > **Operational Notes**. 4. Use the list to search, filter, and change dates on notes. 5. To edit a note, open its record and edit it there.
| title | Manage operational notes from the list |
| description | View all operational notes together in a list, and manage them from there. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/field-service-scheduling/manage-operational-notes-list.html |
| release | australia |
| product | Field Service Scheduling |
| classification | field-service-scheduling |
| topic_type | task |
| last_updated | 2026-10-23 |
| reading_time_minutes | 1 |
| breadcrumb | Operational notesUsing Dispatcher WorkspaceAssigning tasks from Dispatcher WorkspaceScheduling and dispatchingUseField Service Management |