Creating Annotations

  To create annotations:

1. Ensure that you satisfy the requirements. See Requirements.

2. From the Browser View, select the object.

3. Click Notes.

   The associated notes and annotations are listed.

4. Click Post New Notes.

5. Select Annotation and a Reporting Period.

   In Subject, enter the name of the note. A subject is required.

6. From Category, select a category that best represents the annotation, such as Targets, FYI, Miscellaneous. An administrator can change these categories.

7. In Contents, enter the message.

8. Optional: To attach a file to the annotation, click Browse, locate the file, and click Upload.

9. Click Save.