Notes and Procedure Notes

There are two notes-based features: Notes and Procedure Notes.

Notes
New Notes feature allows user to add notes against any QRT in a return and assign these notes to other users, with given priorities etc. Restrictions can be placed on which users have the authority to resolve specific notes. Further, threaded comments can also be added against each note and an audit trail of all changes for each note is held.

Procedure Notes
New checklist feature is similar to notes but allows users to instead create “template tasks” to be performed in each return, subject to the conditions assigned to the template task. For example, a recurring task (assigned to any return with S.06.02.01.01 or SE.06.02.16.01 QRT included) to check and remove if necessary any negative investments