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Review Notes Common Tool

Key Functions

  • Creating a Review Note
  • Deleting a Review Note
  • Signing off on a Review Note

Creating a Review Note

  1. Select 'Review Note' from the Common Tool dropdown.
  2. From the right panel, leave a note, set a priority level and assign a team member to the review note.
  3. Click 'Create' to finish the process.

Deleting a Review Note

  1. Select the 'Review Note' icon from the right panel.
  2. Click the 3 dot menu and select 'Delete' to remove the Review Note.

Signing off on a Review Note

  1. Any assigned Review Notes can be found from the 'Summaries' tab.
  2. You can click the box and arrow icon to be taken to where the Review Note is embedded in the SQM.
  3. Once the 'Review Note' is reviewed, it can be closed with the dropdown menu.