Work notes are required to close or cancel a request or task. Which states trigger this requirement?

Work notes are required to close or cancel a request or task. Which states trigger this requirement?

• A. Open and In Progress
• B. Close, Complete or Cancel
• C. Draft
• D. Publish

Answer: (B)

Work notes are used to document what was done and why a request or task is ending. The requirement to capture work notes applies when the item is being finalized, i.e., moved into a final state. In FSM, the final states are Close, Complete, and Cancel. When a request or task transitions to any of these states, you must include work notes to record the closure rationale, actions taken, and the outcome. States like Open, In Progress, Draft, or Publish are not finalization states, so they don’t automatically trigger the closure documentation requirement. You can still add notes as work progresses, but the enforceable requirement appears specifically at the point of closing, completing, or canceling.

Work notes are used to document what was done and why a request or task is ending. The requirement to capture work notes applies when the item is being finalized, i.e., moved into a final state. In FSM, the final states are Close, Complete, and Cancel. When a request or task transitions to any of these states, you must include work notes to record the closure rationale, actions taken, and the outcome.

States like Open, In Progress, Draft, or Publish are not finalization states, so they don’t automatically trigger the closure documentation requirement. You can still add notes as work progresses, but the enforceable requirement appears specifically at the point of closing, completing, or canceling.