Creating and managing Additional Notes for Risks
Who is this article for?Users who want to add Additional Notes to their items.
Risk_Update/Links/Owners Edit/Target Edit/Admin (+ Complex) permissions are required to interact with Additional Notes once they have been created.
Additional Notes works in a similar way to regular Notes. Main difference is that regular Notes combine input from First Tab and Assessment pages, while Additional Notes notes serve as separate section for Users that prefer to separate input from the two sections.
- Creating Additional Notes
- Editing Additional Notes
- Deleting Additional Notes
- Additional Notes in Classic
1. Creating Additional Notes
To create Additional Notes:
- Open the relevant Risk item.
- Switch to the 'More...' tab.
- Click 'Additional Notes▼'.
- Select 'Add a New Additional Note'.
A pop-up with a rich text editor will appear. - Write up your note.
- Click 'Save & Close'.
Your note will now appear under the 'Additional Notes' header.
2. Editing Additional Notes
To edit Additional Notes:
- Click 'Additional Note Item▼'.
- Select 'Edit Note'.
- Modify your note in the pop-up.
- Click 'Save & Close'.
3. Deleting Additional Notes
To delete Additional Notes:
- Click 'Additional Note Item▼'.
- Select 'Delete Note'.
You will see a pop-up asking you to confirm the request.
- Click 'Delete' to complete the process.
Deleting something that looks important?
Once an Additional Note has been deleted it cannot be retrieved and will need to be readded.
4. Additional Notes in Classic
Unlike the original Notes, Additional Notes are not available in Classic and can only be added from the Browser version.
However, Site Administrators can add 'Additional Notes' to Report Layouts in Classic to allow them to be reported on.