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Issuing a Note/Communication

You can add notes or issue communications throughout the Equus Platform system.   Create Note/Communication at the assignment level To do this, navigate to the Notes/Communications screen found in t

Updated over 2 weeks ago

You can add notes or issue communications throughout the Equus Platform system.

Create Note/Communication at the assignment level

  1. To do this, navigate to the Notes/Communications screen found in the Overview menu option at the assignment record and click the

    plus icon

    .

  2. The note/communication popup will appear.

  3. You can change the ‘Screen’. This is where this record will be associated. By default, it will be Note/Communication Assignment.

  4. Select the type and enter the necessary details below. You can use email or note templates

    • Note: Add the information on your note in the Body

    • Email: Enter the recipient details in the To, CC and BCC field respectively. Add the subject, body and documents as needed

    • Verbal: Fill in the date and body as required. You can also add documents as needed


      ​

  5. You can then:

    • Save, Save and Copy and Save & Send for email type

    • Save, Save and Copy for other types

Notes/Communication within Another Screen

You may see the option to add a note or issue a communication via the envelop in the assignment header.

  1. To issue a communication, click the envelop

    and click ‘New Communication'.

    Note, some of the information listed may not be applicable based on where in the system you are completing the action.

  2. The note/communication popup will appear similar to when issuing a notes/communication at the assignment level. You can then follow the steps above.

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Note/Communication Screen Overview
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