Flagging Notes as Key Findings or Comments

Flagging Notes as Key Findings or Comments

Adding notes to an answer allows you to add more context to your assessments.

You can now add flags to any note you create.

There are four ways you can flag a note.

  1. General flag - notes flagged as general can be added to reports.
  2. Key Finding - notes flagged as a key finding will automatically be added to the key findings in your reports.
  3. Comments - notes flagged as a comment can be added to reports.
  4. Confidential - notes flagged as confidential can be added to reports.

To flag a note:

  1. Type your note.
  2. Select a flag.
  3. Select Create Note.