Adding a note to a procedure is a simple way to provide additional context or commentary without altering the procedure’s status. Follow these steps to add a note.
In an open workpaper, select the Procedures Page from the left-hand menu.
Locate the procedure you want to add a note to and click anywhere in the procedure box (just not the checkbox).
A pane will appear on the right-hand side displaying the procedure details.
In the notes section of the pane, select New Note
Type your note into the provided text field.
Click Save to finalise and record your note.
If you need to edit or delete the note, you can select the ellipses on the note to do this.
ℹ️ Note: Anyone with access to the workpaper can add a note to a procedure. Adding a note does not change the status of the procedure.