The Notes tab displays a list of Notes that have been added to this Compliance Process record. This tab can be used to add any relevant information relating to the Compliance Process record as required. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.

Add a new Note

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the Notes tab. Click the Add Note icon 1.

    The 'Notes' tab Add icon
  3. Enter the Note text in the edit area 1. Click the Save icon 2 to save this note.

    The 'Add Note' window

    Note: If you paste any content here, please review Paste From Word

  4. Or, click the Cancel icon 3 to stop adding the Note.

Edit a Note

  1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the Notes tab. Click the Edit Note icon 1 on the Note to be updated.

    The 'Notes' tab Edit icon
  3. Update the Note text in the edit area 1. Click the Save icon 2 to save these changes.

    The 'Edit Note' icon

    Note: If you paste any content here, please review Paste From Word

  4. Or, click the Cancel icon 3 to stop updating the Note.

Delete a Note

  1. 1. Access the Compliance Processes list page.

  2. Click on a Compliance Process record in the list to open the The ‘Compliance Process’ page. Click the Notes tab. Click the Delete Note icon 1 on the Note to be deleted.

    The 'Note' tab Delete icon
  3. The ‘Confirm’ window appears. Click OK to delete, or click Cancel.

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