Manage operational notes

task australia Updated Oct 23, 2026 1 min read manage-operational-notes.md
Raw file servicenow.com

Edit or delete an operational note.

Before you begin

Role required: wm_dispatcher

About this task

Any dispatcher can edit or delete any operational note, including notes that another dispatcher created.

If auto-refresh is on, created and deleted notes appear in the workspace without a page refresh. Changes to an existing note appear after you refresh the page or reopen the note.

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select Dispatcher Workspace.

  3. Open the note.

  4. Edit the description or the dates.

  5. Select Save & close.

  6. To delete the note, select Delete.

    The note is deleted immediately. No confirmation appears, and a deleted note can't be recovered.

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