Private Compliance Notes
How to Track Private Compliance Notes
If you’d like to track private notes about a Program’s compliance, you can log that information in the following fields on the Program record:
- Notable Challenges to Compliance
- Notable Governance Challenges
These fields are only visible to users with the Executive Notes Permission Set. If in doubt, contact your System Administrator to find which specific users have access to this field.
1. Navigate to a Program Record and scroll to the Governance Notes Section to log any governance notes.
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