Administrator Notes

The Global menu at the top of the VSA window contains a notes icon an1 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 an1 icon in the Global menu at the top of the VSA window:
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  2. Click an2.
  3. Select one or more machines to which the note will be applied:
  • To view all of your machines, click an3 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.
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  2. Enter the note. Click Save.
  3. Click Done to exit.
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To view, edit, or delete a note

  1. Click the an1 icon in the Global menu at the top of the VSA window:
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    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:
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  • To edit a note, click its an4 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).
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  • To delete a note, click its an5 icon, then Yes to confirm:
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