Adding Broker Audit Notes
When reviewing the data provided, you can add notes in three different places on the
Broker Data Audit Detail
screen: Header, Detail, and Overall. The Add Audit Note
pop-up contains a drop-down of all available header/detail fields followed by a text box where notes can be added.To save the note, click
Add Note
.To exit out of the Add
Audit Note
pop-up, click Cancel
.Fields | Description |
|---|---|
Header “Add Field Note” | Associates a note to a header level field. |
Detail “Add Field Note” | Associates a note to a detail line level field. Note will associate with the individual line it was added to. |
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Broker Data Audit Management
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