Notes

Add internal notes to a transport rule for context and traceability.

Overview

Use the Notes tab to document why a transport rule was changed.

Keep notes short and searchable.

Notes are internal. They are not shown to customers or external agents.

• This is a free-text field for your team.

• Write clear, actionable information.

• Start with date + initials.

• Avoid customer-specific information.

• Use Save after editing. The field may not auto-save.

Recommended note format

[YYYY-MM-DD - Initials]
Change:
Reason:
Impact (optional):

FAQ

Are Notes visible to customers?

No. Notes are internal and only visible to users with access to transport rules.

Who can read Notes?

Anyone who can access the transport rule can read its Notes.

Should I use Notes as an audit log?

Use Notes for quick context. Do not rely on them as a full audit trail.

Related pages

• Create Transport Rule

• Edit Transport Rule