Manage operational notes
task brazil Updated Oct 23, 2026 1 min read manage-operational-notes.md
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
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Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
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Select Dispatcher Workspace.
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Open the note.
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Edit the description or the dates.
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Select Save & close.
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To delete the note, select Delete.
The note is deleted immediately. No confirmation appears, and a deleted note can't be recovered.
46 lines · 1.3 KB
---
title: Manage operational notes
description: Edit or delete an operational note.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/manage-operational-notes.html
release: brazil
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
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.
| title | Manage operational notes |
| description | Edit or delete an operational note. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/field-service-scheduling/manage-operational-notes.html |
| release | brazil |
| 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 |