How to add, edit and delete notes for a shared role on an Accountable Person record
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Access the Accountable People records list.
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From the ‘Accountable People’ list page, click the record of a person to open their details.
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The Accountable Person page is displayed with that record. Click the Allocations tab.
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Click the Joint Notes 1 icon.
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The Joint Notes window displays.
Add a new Joint Note
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Click the Add Note 1 icon.
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The ‘New Note’ window displays. Enter the Note text in the edit area 1. Click the Save 2 icon to save this note. (Or, click the Cancel 3 icon to stop adding the Note.)
Edit a Joint Note
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Click the Edit Note 1 icon on the Note to update.
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The ‘Edit Note’ window displays. Update the Note text in the edit area 1. Click the Save 2 icon to save these changes. (Or, click the Cancel 3 icon to stop updating the Note.)
Delete a Joint Note
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Click the Delete Note 1 icon on the Note to delete.
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The ‘Confirm’ delete window appears. Click OK to delete, or click Cancel.
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