How to View and Add Notes to a Post-Mortem in Xvantage for Associates

Overview:

This article provides the steps on how you can view existing notes and add new ones to a post-mortem in Xvantage for Associates.

Note: This function is available to Powerbuy Associates only.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Purchasing.

4. Select Post-Mortem from the sub-menu.

5. You will be directed to the Post-Mortem list.

6. Locate the post-mortem that you want to download by utilizing the search boxes just above the list.

7. Once located, click on the hyperlinked Powerbuy ID.

8. The post-mortem details page will be displayed. On the upper right-hand side of the page, click on the notes icon just beside the paperclip icon.

9. A small window will appear on the right, containing the list of notes related to the post-mortem.

10. To add a new note, begin typing in the Add a note box.

11. Once done, click Submit.

12. Your newly created note will be added to the post-mortem notes list.