How You Manage Notes for an Asset

Use the new Notes tab on the Edit Asset page to manage how you create, update, and delete simple text-based notes for your assets. You can also mark a note as private, allowing only the creator to view or edit the note details.

You can also manage notes using a new child resource of the asset using the Install Base Assets REST API. New notes are created by passing note text that's encoded in base64 format. When created, asset notes can be viewed, edited, or deleted using the REST API.

Note: By default, only the Maintenance Manager is given access to create, update, and delete asset notes. The Maintenance Technician is granted read-only access to the notes. If the Technician needs access to create, update, and delete notes then they should be assigned the privilege Manage Asset Notes using a configured role. Additionally, notes can only be created and updated using the note type of General