Add Note

Create new note button is available in the Sign-off section of the Tabular ribbon.

Note: It can be opened from return workbook but disabled from Tabular.xlsm

QRT
This dropdown contains all returns that are presented in the current return.
This is a mandatory field, so the Create note button is disabled until a QRT is selected.

For resolution in process stage
Leave the above as Unassigned to allow the note to be resolved at any stage before QRT Sign-off. Otherwise, if you wish to specify at which specific stage within QRTSign-Off (ie Input or Review) the Note must be resolved before that stage can be completed then assign to one of those options.

Internal only
It will be possible to export all notes into an output file that can be shared with internal or external audits. In case ‘internal only’ is selected it will not include this note in output file for external parties. And vice-versa, if in Internal only ‘No’ will be selected – this note will be added to this output file.

Summary
It is possible to input up to 250 characters.

Priority
It is possible to select priority from the dropdown: Low, Medium, High. It is only used for MI purposes and by default Medium is selected.

Assignee
An optional field, by default Unassigned is selected. It is possible to select any active user from dropdown.
Note: Unassigned notes can be resolved by all active users, but if a note is assigned to some user, then only that user and user with NoteAdminitrator role can resolve it.

Description
User can set font, color and size of text. Also, it is possible to mention users, add file and web links.