Adding Notes
Notes can be added to alerts by clicking 'Add note' in Notes section. Each note shows the user who and when has added the note. Note’s audit trail information is also shown in Alert’s history.
You can also search for notes in the search field by entering keywords from note’s contents.
🗑️ NB! Notes cannot be deleted.
When you're adding a note within an alert, you have the option to also update the alert's status:
Any changes made to the status are clearly marked alongside the note for easy tracking.
In the example shown below, you can see how notes with updated statuses are distinguished. There are two entries where the alert status has changed — indicated by terms like "PENDING → ESCALATED TO MLRO" — and one entry without a status change, which simply contains additional information provided by the user:
Note Drafts and Auto-Save
When writing a note, your content is automatically saved as a draft in the background. This means you won’t lose your work if you close the editor, navigate away, or accidentally close your browser.
🫣 Drafts are private – only you can see your own drafts. Other users cannot view or edit them.
How drafts work
Drafts are saved automatically while you type.
If you close the editor without submitting, your draft is preserved.
When you return to the alert, your drafts appear in the notes list marked with a Draft label.
Selecting Edit lets you continue writing where you left off.
If a draft is no longer needed, it can be deleted from the draft’s menu. Deleted drafts cannot be recovered.
When you click Submit, the draft is converted into a permanent note and becomes visible to all users with access to the alert.
💡 Note drafts work across all alert types — Screening, Monitoring, Manual, and Bridge. If draft notes and auto-save for Person page notes would be useful for your workflows, please let our support team know.
Using Alert Note Templates
When adding a note, you can choose to insert a pre-written template by clicking the three dots menu (⋯) and selecting a template for a list. Once you select a templates, you can continue editing the content freely before submitting.
Templates can be used with or without changing the alert’s status.
📝 If the note field already contains text, you’ll be asked whether to replace it with the template content.
For more on how to create and manage templates, see here.