Notes
In addition to viewing the information for the entry, users have the option to add the following note types to an entry:
- Header Notes
- Field Notes
- Overall Notes
- Status Notes
Header Notes
Header notes are used for adding comments to the entry header.
To add a header note, go to the
Header Details
section of the screen and then click Add Header Note
on the far left.
Clicking
Add Header Note
will open the Add Audit Note
pop-up window. Select an associated field, write the contents of the note, and then click Add Note
. 
Field Notes
Field notes are used for adding comments to specific fields.
To add a field note, go to the
Detail Records
section of the screen and then click Add Field Note
on the far left.
Clicking
Add Field Note
will open the Add Audit Note
pop-up window. Select an associated field, write the contents of the note, and then click Add Note
. 
Overall Notes
An overall note is used for commenting on the entire entry.
To add an overall note, click
Add Overall Note
. 
Clicking
Add Field Note
will open the Add Audit Note
pop-up. Write the contents of the note, and then click Add Note
.
Status Notes
Status notes are used to track the entry status during the auditing process. To add a status note, click on
Update Audit Status
.
Clicking
Update Audit Status
will open the Update Audit Status
pop-up window. Choose a status from the Select Status
drop-down and enter a note. Some clients require the use of a note to indicate why an entry status was changed. Click Update Audit Status
to move forward with the update or Cancel
to drop all changes. 
View Entry Notes
View Entry Notes
shows a total of how many notes are currently listed for the audited entry. To view all notes for the entry, click on View Entry Notes
. 
Clicking
View Entry Notes
link will open the Notes
pop-up window, which displays a grid of all notes currently on the entry, along with which line a note was added to. 
Related Content
-
Entry Data Audit Management (Entry Random Auditing)
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