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Edit Memo

This section allows you to edit historical memos that have been inserted into a service request. Time and date worked for a specific memo can also be modified.

NOTE: The Edit Memo Privilege is required to use the Edit Memo function. The Edit Memo privilege also allows a user to delete a request from ServicePRO. Deleted requests cannot be recovered.

Memo List

This section will list all of the memos that have been added to a request. Each memo will be listed by the following fields:
  • Memo Time: The time and date the memo was inserted.
  • Hours:Mins: The amount of time spent on a memo.
  • Details: A preview of text inserted into a memo.
  • Memo Type: Specify if a memo is a Private or Public memo. Private memos will not be viewable by end users on the web portal or via email updates.
  • Author: User who inserted the memo Each field can be expanded for a full view of its contents. Also, to sort the memos by a selected field, click on the field column header.

Memo Properties

In this section, you can modify properties of a highlighted memo.
  • Time Worked: Modify the date or time worked on a specific memo.
  • Time Code: Change the time code a specific memo for billing purposes. See Set Charge Rates for more information.
  • Private Memo: Modify this memo to be Private or Public. Private memos will not be viewable by end users or via Email Updates.

Memo Field

In this section, you can insert additional text or modify existing text.

To edit a Memo:

  1. Click on the three dots at the end of the Service Request Ribbon Toolbar. The Edit Memo window will open.

    Opening Edit Memo


  2. Select and click on the memo you wish to edit.

    Selecting Memo to Edit


  3. Make edits to text if necessary.

    Editing a Memo


  4. Time/Date worked can also be edited by clicking on the Time Worked field. You will be prompted with the following window:


    Editing Time Worked in Memo


  5. Click on the Ok button to save the time worked.
  6. Click on Save at the bottom of the window to save your edited memo, and click Close to exit out of the Edit Memo window.

Please note that not only the Memo details and Time Worked information can be changed. You can also change the Private Memo status of individual memos. The timestamp and Trace information are permanent and cannot be edited (to prohibit ‘doctoring’ of requests).