Add or view a note on a resource order

You can create a note, and view notes attached to resource orders.

Add a note

You can add notes in the order details.

1. Next to the order you want to see, click .
2. Click . The Notes page appears.
3. Enter information in the Notes field.
4. Click Add. A dated note entry appears.
5. Add another note, or click Close.

View a note

You can view notes for any order in any section.

1. Next to the order you want to see, click .
2. Click . The Notes page appears. Existing notes are listed by date.
3. Next to Display, select whether to see Notes and/or Handling eSignature Notes.

   

4. To see an eSignature, click View eSignature.

   

5. Click Close when finished.

You can add additional notes to any order (except denied orders).

Note: You can only add eSignature notes with the Follett Destiny VersaScan or the Destiny Back Office app.