Adding a Note to an IQCP

Contact/communication logs can be maintained in the IQCP record as notes. Notes can be added to IQCP records that are in Inworks or Current status by users with the appropriate rights.

  1. From the IQCP record, click the Other Actions > Add Notes.
    Result: The Add Notes window is displayed.
  2. Enter the note text in the Comment field.
  3. Click the Sign-off button.
    Result: The Sign-off window is displayed.
  4. Enter your user ID and password and then click the Sign-off button.
    Result: The note has been added to the IQCP record.

See Also

Viewing the IQCP Detail Record

Revising an IQCP

Managing IQCP Attachments

Expiring an IQCP

Voiding an IQCP

Copying an IQCP

Changing the IQCP Task Owner

Generating the IQCP Detail Report

Editing an IQCP

Making an IQCP Current

Searching for an IQCP

     

 

 
Friday, March 20, 2020
12:01 PM