Add project-wide notes or view notes added in document sections.

 

Displays:

 

• Note follow up date - reminder sent weekly to your email
• Section / system Name - Click on any blue hyperlink to open the section. (Right click or press centre mouse button to open in new tab)
• Note contents
• Public  - Visible to all project users or internal only to your company
• User Name - note orginator
• Created date
• Actions - note originator can edit or close note

 

Filter enables information in any column to be searched.

 

Column controls enable information to be sorted, hidden and filtered.

 

 

To add a note

 

Click the '+' button on the right of the screen for the modal to appear.

 

 

• Message - content up to a maximum of 100 characters.
• Note follow-up date - reminder sent weekly to your email.
• Visibility  - Public or Internal view
• Important - Can be flagged with a ! indicator.

A note can also be added to each form in the main content editor page. These notes will appear both in the editor page and here in the Notes report tab.