Complete the Internal consultant notes field
Record internal handling information; do not place landlord-facing instructions here. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Licence Applications → New/Edit Application → Internal consultant notes
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What you’ll accomplish
Record internal handling information; do not place landlord-facing instructions here. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the new or edit case form.
- Find Internal consultant notes.
- Enter or select the value described in this guide.
- Save the case.
- Reopen the case and verify the stored value.
Fields and options to review
FieldInternal consultant notes
Payload keyinternal_notes
Supported valueStaff-facing notes
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules the system enforces
- Record internal handling information; do not place landlord-facing instructions here.
- Case editing writes this field to the application record unless a dedicated workflow rule is stated.
How to confirm it worked
- Complete the Internal consultant notes field completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Continue with related guidance
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