Notes

If you add a follow-up date, Quadra will create a notification under Your Account and you will receive an email reminder.

Add a Note

1. From within Quadra, open the Allocations module.
2. Find the allocation within the list. Under the action menu, select Notes. 
   
3. Click Add Note.
   
4. On the Add Note page, type a Description of your note.
5. Type a Follow up date in the specified format or a select a date from the calendar provided.
6. Specify a Priority: High, Medium or Low.
7. Select a Follow-up Date if needed.
8. For Follow-up By, select a user if needed.
9. Type a note.
10. Click Add Note.