For each profile recorded in the register, you are able to add file notes that are specific to that profile. The file note can relate to any matter. It may include an action point such as a task or to highlight any information requiring noting.
Administering file note entries is undertaken from the register in the 'Activity' column.
Add or View a File Note
Edit and Save a File Note
Open and Closed File Notes
The Activity indicator will show as 'red' meaning a matter is 'open' and requires attention, or 'green' meaning an action has been completed and the matter is now 'closed'.
When a matter is closed, it should not be deleted but left to allow tracking of actions taken.
Open = Red
Closed = Green
Deleting a File Note
