Mandatory Notes Settings

Nimonik allows account admins to make the following notes mandatory in their accounts:

• Assessment notes – The notes that can be entered when a user changes the assessment of a document or clause in a CO register
• External action closure notes – The notes that can be entered when a user closes an external action
• Internal action closure notes – The notes that can be entered when a user closes an internal action

In order to set notes as mandatory or optional, account administrators should follow the steps below:

• Go to the settings page and click on ‘Notes Settings’ in the right hand menu
• Use the check boxes to indicate the notes that should be mandatory in the account
  • Check = mandatory, unchecked = optional

• Click update to apply the changes to the account

When notes are set as mandatory, users will not be able to complete the closure/update action until a note has been entered.