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How Do I Add Notes For Compliance?

1. Find an exception

Add Notes For Compliance

 

2. Hover on it to see a summary and then click on it.

Add Notes For Compliance Note

 

3. Go to the Compliance Notes tab

Add Notes For Compliance Tab

 

4. Select an action

Select an selection

 

5. Optionally type a note

Optically Optimize

 

6. Tag a team member with @Name

tag a team member with @name

 

7. Hit Save! If a team member is tagged in a note they will be notified of it by email.