Create a Note

1. Access the Notes list.
   1. Open the appropriate form (e.g. document group, RCM, process, objective, risk, control, tests, risk event category, task or checklist).
   2. Click the Notes tab.

      Notes: The Note List will appear at the bottom of the screen displaying any existing notes including note content, created by and created date for each note. The Note form is the similar for all objects.

2. Click Add.
3. Enter the note content.
4. Click Save.

   Note: The created by and created date fields are automatically completed.