Memos

Memos – as distinct from Notes – allow users to record 'To Do' memos against any step in a Due Date process. Memos can be assigned either to the user recording them, or (subject to privileges) to any other user.

Memos recorded by the current user and (subject to privileges) by other users are displayed are displayed alongside Notes in a tabbed display beneath the main grid in the Home Page.

The display of Notes and Memos is context-sensitive, being specific to the currently selected row in the main grid. It is also configurable: Your organisation may choose to display only Notes, only Memos, both, or neither.

Here, subject to context and the appropriate privileges, users can add, edit, delete, flag as Completed (actioned) and export to Excel their own or other users' Memos.

You can edit a Memo's details by typing directly into the appropriate cell.

To flag a Memo as either completed or not completed, either select the appropriate radio button (Yes/No) in the Completed column on the row representing the Memo, or right-click that row and select either Complete or Un-complete, as appropriate, from the context menu.

Memos that are Completed can be either hidden or revealed using the Filter option on the Completed column.

The Add, Edit and Delete options are also available via a right-click context menu within the Memos grid, along with the option to flag a selected Memo as either Complete or Un-complete.