Changing Memo and Audit Attachment Preferences

By default, memo and audit attachments are attached to the question, and not the answers. Therefore, memo and audit attachments added in any category or period will be displayed in all categories and periods in Process Explorer for that location. The default can be changed so that memos and audit attachments will only be displayed in the category and period POV in which they were added.

  To change Memo and Audit Attachment Preferences:

  1. In the FDM Web client, select Administration > Application Settings.

    The Application Settings screen is displayed.

  2. From Options, select Memo Item Filter with Category and Period.

  3. Select 0–None or 1–Category_Period.

  4. Click Save.

Note:

Any memo or audit attachments created prior to turning the filter setting on will not be affected.