Add Procedure Note

Create new procedure note button is available from Show All Procedure Notes window in the Sign-off section of the Tabular ribbon.

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

Applicable Company(ies)
This dropdown contains all possible Companies.
This is not a mandatory field. It is possible to select none, one or several companies at the same time.
In case none of companies will be selected, this procedure note will be relevant for all companies. And if some companies will be selected, then this procedure note will be relevant only for these companies.

Applicable QRT and/or QRTRoot(s)
This field is mandatory.
Dropdown with list of possible QRTs and QRTRoots appears after the first characters are entered.
It is possible to select one or several QRTs or QRTRoots at the same time. Procedure note will be relevant only for selected QRTs or QRTRoots.

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.

Applicable returns (by reference dates)
Here the dates in which this procedure note will be valid can be chosen. Procedure note will be relevant for the return only if reference dates of return match the valid From/To dates of procedure note.

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 ProcedureNotesAdministrator 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.