Adding Notes to a Risk Register
Who is this article for?Users who want to share information within a Risk Register.
Risk module access is required.
Notes are a useful feature that let you share additional details specific to the Risk Register with other members of the team. This article shows you how to add these.
1. Adding a Note
1.1. Video
1.2. Steps
To add a Note:
- Open the Risk Register you want to add Notes to.
- Switch to the "Notes" tab.
- Click "Create Note".
- Enter the details you want to include as part of the Risk Register.
- Click Save.
You will be taken back to the Risk Register screen where you should see your Note in the tab.
To edit or delete the Note, select the relevant option from the Actions menu to the right of the entry.