3.7 Adding Workflow Notes

Workflow notes can be added at any time. Workflow notes are located at the top of the page in a separate tab

Step 1:   Notes can be added for the overall project or for an individual step

Step 2: The notes will be saved and can be added to any step which has been exported to PDF

Step 3:  When adding a note there is also the ability notify users of the new note. Several users/teams can be selected if there are involved in the workflow project. The user(s) will receive an email notification with note also detailed in the body of the email. 

Step 4: There is also the option to attach a file when adding a note. All files attached will be visible and can be opened in the notes tab. If a note and attachment is added for a specific step this will also be available to view in the notes tab and at the bottom of the actual step in the notes section.

Step 5: When a note has been added and a user notified by using the ‘view details’ icon a model will open and display who added the note, the date and time stamp, the note itself and a list of all the users who have been notified.