Working with Form Notes

You and your colleagues can communicate about forms through notes. Note threads are attached to the form and can be assigned statuses. You can also set them to roll forward with the engagement. When you create or edit a note, your user name and the date are added to the note automatically.

Forms that have open notes display in the Notes column of the engagement view.

ClosedAdd a note or reply.

  1. On the Engagement List, click the engagement to open it.
  2. Scroll down to the form you want to add a note to.
  3. Click in the Actions column for the form.
  4. Click Notes.
  5. Enter your note text in the Add new note or Add reply text box.
  6. Click on the right side of the note or reply text box.

ClosedEdit a note or reply and update its status.

You can only update a note or reply that you created. A date stamp next to your name indicates when a note or reply was last edited.

  1. On the Engagement List, click the engagement to open it.
  2. Scroll down to the form you want to add a note to.
  3. Click in the Actions column for the form.
  4. Click Notes.
  5. Click above the note or, for replies, next to the reply.
  6. Edit the note text as needed.
  7. To update the note status, select a status from the drop-down list below the note.

    Note: The Status selection applies to the entire note thread, including any replies.

  8. Click Save.

ClosedSet a note to roll forward.

  1. On the Engagement List, click the engagement to open it.
  2. Scroll down to the form you want to add a note to.
  3. Click in the Actions column for the form.
  4. Click Notes.
  5. Click above the note.
  6. Select Roll-Forward in the drop-down list below the note.
  7. Click Save.

ClosedDelete a note.

Deleted notes cannot be recovered.

  1. On the Engagement List, click the engagement to open it.
  2. Scroll down to the form you want to add a note to.
  3. Click in the Actions column for the form.
  4. Click Notes.
  5. Click above the note.
  6. Click Yes to confirm the deletion.