Attach completed Schedule / memorandum as supporting document

Steps to attach the completed Schedule / memorandum to your survey as a supporting document.

Resolve warnings before attaching as supporting document

If your Schedule / memorandum has any warnings, these should be resolved before attaching it as a supporting document. If you submit your survey with a warning triangle still showing in the attached supporting document you are likely to get requisitioned.

image of the schedule/memorandum supporting document highlighting examples of warning triangles remaining.

  1. Check the Schedule / memorandum panel for any orange warning triangles and resolve these. Hover your mouse over a warning triangle to see what needs to be resolved.
     

    screenshot of the Schedule /memorandum panel with 2 orange warning triangles visible. The mouse cursor is positioned over one warning triangle and text explaining the warning has appeared.

     

  2. Select the Attach as supporting document icon to automatically add the Schedule / memorandum in its current state to the supporting documents for the survey.  This will overwrite any previous System attached schedule/memorandum.
     

    image of the Schedule / memorandum panel header, highlighting the Attach as supporting document icon.

     

  3. The System attached schedule/memorandum will now appear in the Supporting documents panel.  You can view or download this by selecting the 3-dot menu to the right. 
    See also: View supporting documents
     

    image of the supporting documents panel, highlighting the system attached schedule/memorandum.

The schedule/memorandum is automatically converted to greyscale when it’s attached to supporting documents.

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