Add or Edit a Memo

To edit or review an existing Memo, first select the relevant Step in the Active grid in the Home Page to populate the Memos tab, and then either:

  • Select the Memo in the Memos tab and click Edit, or
  • Right-click the Memo and select Edit from the context menu

Either method displays the Memo for editing in a Memo window, as described below.

To record a new Memo against a Due Date Process Step:

  1. Select the Step in the Home Page.

  2. In the Memos tab, click Add.

    This displays a New Memo window.

In the Memo window:

  • Step - Select the process Step against which you want to record this Memo

    Defaults to the selected Step.

  • Action Date - Select the date by which this Memo should be actioned
  • Action By - Select the member of staff responsible for actioning this memo. Click the ellipsis button (...) to display the Staff Selector
  • Completed - Selecting this checkbox flags the Memo as Completed

  • Completed Date - Automatically populated with the current date when the Completed checkbox is selected

    You can also flag a Memo as Completed, and populate the Completed Date, by selecting the Completed checkbox on the Memo's row in the Memos grid.

Click OK to save your Memo, or Cancel to exit without saving.