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
Access the Compliance Processes list page.
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.
Enter the Note text in the edit area 1. Click the Save icon 2 to save this note.
Note: If you paste any content here, please review Paste From Word
Or, click the Cancel icon 3 to stop adding the Note.
Edit a Note
Access the Compliance Processes list page.
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.
Update the Note text in the edit area 1. Click the Save icon 2 to save these changes.
Note: If you paste any content here, please review Paste From Word
Or, click the Cancel icon 3 to stop updating the Note.
Delete a Note
1. Access the Compliance Processes list page.
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 ‘Confirm’ window appears. Click OK to delete, or click Cancel.