How to create, edit and delete an org note

Adding and editing 'Org notes' is restricted to 'Organization administrators'.
'Organization users' can view org notes.

Org notes are available with 'Pro' (and above) subscriptions.

How to create an 'Org note'

'Org notes' are created in the editor using the 'Org note' panel. 

When you create an 'Org note' for an article, clause, section, or system, the platform will show this note on every occurrence of that item across all projects and master organizations.

The 'Create new organization note' button is shown to 'Org admins'. Regular 'Org users' cannot create org notes, and org notes are not visible to 'Guests'.

To create an 'Org note':

1. Open a section or system in the specification editor.
2. Select the article or clause in the editor.
   • Note: If you have a section or system open in the editor but haven't selected an article or clause, the org note is inserted for the entire section or system. The top of the org notes panel indicates where the org note will be added.
3. Click on the 'Org notes' panel.
4. Click 'Create new organization note'.
5. Enter an org note title and/or description.
6. Click 'Create'.
   
   

Creating an org note does three things:

1. To show the presence of 'Org notes', the platform displays a yellow count in the editor to the left of the article/ clause.
   
   Clicking the yellow icon opens the 'Org note' panel and shows the relevant note.
   
   
2. The platform displays the org note in the 'Org note' table.
   
   
3. The platform shows the org note in these two locations (in the editor and org notes area) to all org users across all your organization’s projects and masters, existing and future.

How to edit or delete an existing org note

Org notes are managed through the 'Org note' panel in the specification editor, where they can be edited or deleted. 'Organization administrators' have the authority to edit or delete any org note, including those created by other admins. Regular 'Organization users' do not have permission to modify or delete org notes. Additionally, org notes are hidden from guest users.

To edit or delete an org note:

1. Open a section or system in the specification editor.
2. Select the article or clause in the editor.
3. Click on the 'Org notes' panel.
4. Scroll to the org note you want to edit/ delete.
5. Click the kebab menu to the right of ‘Details.’ 
6. Please note that this menu is visible only to 'Org administrators' and is hidden for 'Org users'.
7. Click 'Edit note' or 'Delete note'.
8. To edit the note, make your changes and click Save. 
9. To delete the note, click Delete to confirm your choice.
10. Deleted org notes cannot be recovered.

For more information on who can edit and delete notes, please see Permissions for org notes.

When an 'Org note' is edited, the platform shows the ‘Last edited by’ name and time in the note 'Details'.