Creating and assigning notes

Alerts and notices

To create and assign a note for an engagement, folder, or workpaper, follow these steps.

  1. Select the engagement, folder, or workpaper to which you will add the note.

    You can add notes to multiple workpapers or folders at the same time by pressing the CTRL or SHIFT keys on your keyboard while you select multiple items.

  2. Add the note using either of the following methods.
    • To add a note to an engagement, click the Add Engagement Note Add Engagement Note button button in the navigation pane toolbar.
    • To add a note to a folder or workpaper, click the Note button in the Workpapers tab.
  3. Enter a subject for the note.
  4. (Optional) Assign the note to the applicable staff member by entering their name in the Assigned To field. As you enter each character, AdvanceFlow automatically fills in the name of the first staff person in the list that matches those exact characters. Keep entering characters until it finds the name you want, and then press the TAB key or click the name to accept it.

    To select a staff member from a list, click the Lookup List Lookup list button button in the Assigned To field. In the Assigned To dialog, scroll through the list of names and click the applicable staff member, or enter any part of the staff member's first name or last name in the Search Names field or any part of the staff member's email address in the Search Logins field narrow the list of names.

  5. Select the appropriate priority and a status for the note.

    Note: You can edit notes with a status of Open, but notes with a status of Cleared are read-only. To enable editing for a cleared note, change the status from Cleared to Open.

  6. Enter the note text in the text area of the Note tab.

    You can use the toolbar at the top of the dialog to cut, copy, paste, and format text.

    Note: The Properties tab shows the note type and description information for the current note. You can view this information at any time in the Notes List tab, or by opening the note and clicking the Properties tab.

  7. Click OK to save the note.

Notes

  • AdvanceFlow displays a red asterisk to the right of all required fields.
  • AdvanceFlow displays the number of open notes for a folder or workpaper in the Notes column of the Workpapers tab. This number does not include replies to notes (child notes).
  • The Notes List tab provides a single area in which you can manage all notes associated with the current engagement.
  • If a note is selected in the list, you can click the Go To Go to button button in the ribbon to go to the folder or workpaper to which the note is attached.
  • You can create a notes report by clicking the Report report button button in the Workpapers ribbon.
  • You must clear all notes for an engagement before you can finalize the engagement. You can clear notes during the finalize process.

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AdvanceFlow notes overview

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