Using CA Service Catalog for Catalog Users › Request a Service › How to Check Out your Cart › Add Notes

Add Notes

You can add notes for a request or a service option, if the administrator for your business unit has enabled these features for your role. If you want to add notes for a request or service option but do not see the corresponding option on the UI, contact your administrator. The UI behavior varies slightly depending on whether the service uses a shopping cart or one-click submit. The service designer selects one of these options when configuring the details of the service.

Note: To enable these features, administrators select Catalog, Configuration, Request Management Configuration. To let users add notes for a request, use the Access Control: Show General Information option. To let users add notes for a service option, use the Allow Notes at Service Option Level option. For details about setting configuration options, see the Implementation Guide.

1. If necessary, click Home, Requests.
2. Perform the action that applies:
   • If the request is already submitted, click My Request, Open Requests, find the request, and open it.
   • If the request is not yet submitted and includes a service that uses a shopping cart click, Click Cart (if necessary) to display the request in the cart. Next, click Checkout.
   • If the request is not yet submitted and includes a service that uses one-click submit, go to the next step. You select such services from the catalog and submit them using the same single page. So, you add notes while completing the fields on this page.
3. Add notes to a service option, as follows:
   1. In the My Selections box, click Show Details.

      This box appears near the top left portion of the screen.

   2. Find the service option and click the Add Note icon in the Action column.

      The Add Note dialog appears.

   3. Enter the text of the note and click OK.

      Note: You can use any of the rich text options available on the Add Note dialog to enhance the appearance of your note. You cannot delete or alter a note after you click OK.

4. Add notes to the entire request, as follows:
   1. Verify that the service contains only one service option. If the service contains multiple service options, you cannot add notes to the entire request.
   2. Scroll down to the Notes box on the right side of the page.

      This box appears under the Request Information box and above the Attachments box.

   3. Click Add.

      The Add Note dialog appears.

   4. Enter the text of the note and click OK.

      The note for the previous step also applies to this step.

You have added notes.