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Adding and Viewing Notes
M
Written by Maya
Updated over a week ago

Users have the ability to view notes from the Qualification Requests table. From the 3 action dots located on the far right hand side, select "View Notes"

Users will be able to see any notes their colleagues added if the checkbox "Make note visible to all employees" was selected. You will be able to see who created the note and when the note was added.

Users can also add their own notes in the text box located at the bottom of the screen. Once completed, select "Add Note."

Additional functions from this fly-out includes the ability to add tags to the sub. Once "+ Add New" is selected users can search for existing tags or add a new one.

Users can also quickly visit the subcontractor's profile by selecting the expand icon, located in the top right hand corner of the fly-out next to the X.

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