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Adding Notes and Attachments

This article shows you how to add notes and attachments to an activity. The notes field is a way for faculty, reviewers, and approvers to communicate about an activity. The notes are not private. Approvers, reviewers, and auditors with access to the activity can view, add notes and attachments.

To add an activity note,

  1. Locate the activity in your workspace.
  2. Click on the notes icon.
    Activity with the notes field highlighted
  3. Click the "Add Activity Note" button.
    The activity notes with the Add Activity Note button highlighted
  4. Enter your message and add attachments, if necessary.
    Activity note field. There is a message field and an attachment button.
  5. Click "Add Note" to save it.

Last Modified: 2021-08-31 13:32:56.905794-07