Working with Checklist Notes

You and your colleagues can communicate about checklists through notes. Notes are attached to specific checklists and can be assigned statuses. When you create or edit a note, your user name and the date are added to the note automatically. Notes can be rolled forward with the checklist.

Checklists that have open notes display next to the checklist on the Overview view. If all notes have a status of Cleared or Roll Forward, the icon displays as .

To work with notes, do the following

1. Open the client checklist.

   Note: If you are accessing AutoCheck from CCH Axcess™ Knowledge Coach, this step is not needed.

   1. If needed, click to open the All Clients page.
   2. Click the client's name in the list.

      Tip: You can use the Search box at the top of the All Clients page to find a specific client.

2. Locate the checklist you want to add a note to.

Tip: You might need to expand the tailoring checklist to see the disclosure checklists that have been added. Clicknext to a checklist in the navigation pane or next to checklist in the main pane to see these added items.

3. Click Notes in the toolbar.
4. Do any of the following as needed:
   • Filter the list of notes by status. Click, and then select the status that you want to use to filter the notes. To clear the filter, click and select Show All.
   • Add a note. Enter your note in the Add new note text box, and then click on the right side of that text box.
   • Reply to an existing note. Enter your note in the Add reply text box beneath the note, and then click on the right side of that text box.
   • Edit a note or update its status. Click above the note. Edit the note body in the text box if needed. To update the status, select an option from the list box under the note body. Click Save.
   • Delete a note. Click above the note, and then click Yes.

Note: If you use AutoCheck along with CCH Axcess™ Knowledge Coach, you can see the note icons next to the checklists in the engagement forms list. However, you must open the checklist in AutoCheck to work with the notes directly. See the Knowledge Coach Help for more information.