Administrator Notes

The Global menu at the top of the VSA window contains a notes icon you can use to log what you did to a machine or group of machines into the system database.

Note: Audit > Documents provides a different method of documenting a machine, by uploading documentation files for a specific machine to the Kaseya Server.

See these procedures for details:

To add a note

1. Click the icon in the Global menu at the top of the VSA window:
   
2. Click .
3. Select one or more machines to which the note will be applied:

• To view all of your machines, click in the Type to search or select from the list below field.
• To view a subset of machines, enter search text in the Type to search or select from the list below field. Machine names and user names containing the text you entered display.
• Check boxes to select machines.

1. Click Done.
   
2. Enter the note. Click Save.
3. Click Done to exit.
   

To view, edit, or delete a note

1. Click the icon in the Global menu at the top of the VSA window:
   
   Notes display in the My Notes dialog. (If you have not added any notes, you see a No Notes message.)
2. Do any of the following:

• To filter by machine name, enter text in the Search notes field:
  
• To edit a note, click its icon, modify the note text, and click Save. (The note's date and time indicates when the note was created. Editing a note does not modify this timestamp).
  
• To delete a note, click its icon, then Yes to confirm: