Notes and Schedule
Notes in Agent search
Check processing status, retry eligible failures, and distinguish saved Notes from searchable text and attachments.
Saving a Note and preparing it for Agent search are separate operations. The saved Note can be read directly while search processing is pending or unavailable.
Check a saved Note
- Open an active Note.
- Read the Agent search processing message beneath its metadata.
- Use Check status again when offered to reload its status.
- If processing failed or no record exists, use Retry Agent search processing when available.
- If the Note changed before the retry, refresh it and review the current revision before trying again.
- If the problem remains, ask a workspace administrator to review processing.
Retry requires edit capability, the owning workspace's Notes and authoring License grants, and an active Note. Storage restrictions can disable the retry control. A retry does not create a new content revision.
Interpret the status
| Message state | Meaning |
|---|---|
| Being prepared | The Note is saved, but Agent search may not find it yet. |
| Latest indexed generation active | Current search preparation is ready; a particular answer or citation is not guaranteed. |
| Processing failed | The saved revision remains intact; retry when offered. |
| No processing record | The Note is saved but has no current processing record; retry when offered. |
| Indexing disabled | Search preparation is disabled; contact an administrator. |
| Status temporarily unavailable | CareMap could not read the status; this does not mean the saved Note was lost. |
Check status again reloads information. Retry Agent search processing requests processing when the failure is eligible for retry. Repeated retries while already processing do not mean the Note needs to be saved again.
What search can use
The Note's text source uses its current title, body, subject date, revision author, and About names. Attachments have separate processing; a ready Note status does not certify every attachment's extracted content.
Older revisions remain in History; they are not all published as separate current Note text sources. Removing a file from the current revision does not erase its history, but it changes which attachments are current search evidence.
Archiving excludes the Note from Agent search while preserving direct access for authorized readers. Restoring makes it eligible for preparation again.
The Agent's workspace and search scope also affect what it can find. Use direct Notes browsing when you need to inspect a known record, and check Agent scope before treating a missing search result as proof that a Note does not exist.