Adding a note to a procedure enhances collaboration, transparency, and accountability by providing context or updates on the procedure. Here’s why it’s a valuable tool.
Benefits of Adding Notes
Clarify Intentions - Explain in detail why a procedure was completed, marked as not applicable, or left open.
Collaborate Efficiently - Multiple users can add notes, and tagging team members notifies them of updates (depending on their notification settings)
Maintain a Record - Ensure a clear audit trail for decisions and actions.
Examples of When to Add Notes
Documenting why a procedure hasn’t been completed yet.
Explaining in detail why a procedure was marked as not applicable.
Noting unresolved issues or pending actions.
Tagging team members for input or clarification.
Recording communication with clients or stakeholders.
💡 Tip: For guidance on how to add a note, check out the article: Adding a Note to a Procedure.