How to add, edit or delete a note from an SMF record

How to add, edit or delete a note from an SMF record

  1. Access the Senior Management Function records list.

  2. The ‘Senior Management Function List’ page is displayed.

    Click on the Senior Management Function record to display its details.

  3. The ‘Senior Management Function’ page is displayed with that record.

    Click the Notes tab.

Add a new Note

All positions that can view a Senior Management Function record can add notes to that record.

  1. Click the Add Note 1 icon.

  2. Enter the Note text in the edit area 1. Click the Save 2 icon to save this note.

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

Edit a Note

Only Administrators and Administrators - Accountability can edit notes on that record.

  1. Click the Edit Note 1 icon on the Note to be updated.

  2. Update the Note text in the edit area 1. Click the Save 2 icon to save these changes.

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

Delete a Note

Only Administrators and Administrators - Accountability can delete notes on that record.

  1. Click the Delete Note 1 icon on the Note to be deleted.

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

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