Add Notes for a Module

You can add notes for a specific module in the application. User types control access to notes. If you add a user type to a module, they are not automatically added to other modules, for example, if you add a supplier to request notes, the supplier does not see the notes after the requisition is filled. Notes for the MSP role are added to all available modules by default.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Notes & Notifications.
  4. In the module section that you want to add the notes to, next to the header, select .
  5. In the User Type Access section, select from the following user types:
    • MSP - Selected by default.
    Note:
    You cannot remove the MSP from the notes.
    • Supplier - Select to add any selected suppliers for the module.
    • Client - Select to add managers and/or delegates for the module.
  6. In the Email Notifications section, toggle on the option, and use the radio buttons to select from the following options:
    • Send as Email Digest - Sends all unread comments in one email message at a configured time. You can configure message to be sent at a 1 Hour, 3 Hour, 8 Hour, or 24 Hour time interval. To set the time interval, click the relevant button.
      Note:
      This setting is recommended if you have a large number of notes being edited.
    • Send Email in Realtime - Sends a message when a note is modified.
  7. If you are configuring notes for on/off boarding, in the In-Wand Notifications, toggle on the in application notifications. If you enable this option, all MSPs with a compliance role are notified when a on/off boarding item is completed. If no compliance role is defined, all MSPs assigned to the engagement are notified.
  8. In the Category List section, select the check boxes for the tags that you want to configure for a note in the module.
  9. Click .