Created By

The user name and the time and date the note was posted is set automatically by the system after clicking the add button.

Updated By

The user name and the time and date an existing note was last updated are automatically populated by the system upon save action. For the initial creation of the note, the system populates the same user name and date time stamp in both the Created By and Updated By fields.

Note Topic

Required. The note topic provides a heading for the note text. To enter the Note Topic, click within the text box (or press the tab   key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box.

Note Text

Required.  The Note text allows the user to provide a textual description of the note. Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box. Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saving, click the green arrow  symbol to view full text in a separate browser window.

Note Type

The Note Type allows the user to indicate the type of note. The selection values available are [PI Entry, Reviewer Comment and COI Officer]. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Project

The Project selection allows the user to indicate the project the note is associated with. The selection values will contain all active projects relevant to the disclosure. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Financial Entity

The Financial Entity selection allows the user to indicate which of the reporter’s active financial entity the note is associated with. The selection values will contain all of the reporter’s active financial entities. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Restricted?

This is a flag that allows you to indicate if the note is visible to the reporter or not. By default this is unchecked.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Actions

Required.  Click the add  button after you’ve made your selections to cause the attachment to be added as a numbered row in the table below.  Once a note is added, a delete button appears for the user.

  For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

After modifying an existing note line, click the update view button to cause the display to reflect the changes you’ve made.