Description

Describe the document’s purpose (equivalent to a short name for the document that briefly summarizes why it is being created).  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. If appropriate, follow your locally prescribed format for use in searches or reporting.

Organization Document Number

When applicable, your institution may require a separate tracking number that may correspond to a paper document or separate electronic document in another system in your organization.  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

Explanation

Enter a reason for the document to exist (expanding on the Description field with additional textual detail).  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saved, click the green arrow  symbol to view full text in a separate browser window.