How to add and view a Submission Note
Add a new Submission Note
-
Click the Add Note 1 icon.
-
The ‘Add Note’ window displays. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, click the Cancel 3 icon to stop adding the Note.)
View Submission Notes
-
On the ‘Submissions’ tab, click the ‘Hide/Show Columns’ 1 icon. Click and drag the Notes 2 Column into the Submission columns.
-
The Notes 1 are displayed in the Submission List.
Submission Documents
-
Click the ‘Submission Documents’ 1 icon.
-
The ‘Submission Documents’ window is displayed. Add, view or remove Submission Documents as required.
Related Articles
How to add, edit and delete a Submission record
Access the Accountable People records list. From the ‘Accountable People’ list page, click the record of a person to open their details. The Accountable Person page is displayed with that record. Click the Submissions tab. Add a new Submission record ...
How to Add and View Notes in submissions
Access the Submissions records list. Click on a Submission record in the list to open the The ‘Submission’ page. Add a new Note Click the Add Note 1 icon. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, ...
Submissions - Show, Add, View, Delete a Document
Access the Submissions records list. Click on a Submission record in the list to open the The ‘Submission’ page. Show Documents Click the Show Document 1 icon. The ‘Submission Documents’ window is displayed. Add, view or remove Submission Documents ...
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 ...
Add, Edit, Delete a Note in a Compliance Process record
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 ...