Notes provide a space for internal documentation, annotations, and team knowledge that supports your compliance work.
What Are Notes For?
Use notes to capture:
• Internal policies and procedures
• Meeting notes from compliance discussions
• Research and reference material
• Context that doesn’t fit in assessment responses
• Team knowledge and institutional memory
Creating a Note
To create a new note:
Go to Notes in the sidebar
Click Add Note
Give your note a title
Use the rich text editor to write your content
Save your note
Editing Notes
Notes use a rich text editor with support for:
• Headings and formatting
• Lists and tables
• Links
• And more
Your changes are saved automatically.
Organizing Notes
Keep your notes organized by:
• Using clear, descriptive titles
• Creating notes for specific topics
• Linking to relevant assessments or programs within the content