Add, Edit, Delete a Note in a KRI Record

Add, Edit, Delete a Note in a KRI Record

The Notes tab displays a list of Notes that have been added to this KRI record. This tab can be used to add any relevant information relating to the KRI 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 KRI list page.

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


  3. Enter the Note text in the edit area. Click the Save icon to save this note.


    InfoNote: If you paste content, please use Paste From Word



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

Edit a Note

  1. Access the KRI list page.

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


  3. Update the Note text in the edit area. Click the Save icon to save these changes.

    Note: If you paste content, please use Paste From Word (as above)

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

Delete a Note

  1. Access the KRI list page.

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


  3. The ‘Confirm’ window appears. Click OK to delete, or click Cancel.

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