Updates / Changes to Past Memos

UPDATES / CHANGES TO PAST MEMOS

When you need to make a change to the information that was in a memo you have sent previously, certain business practices and the way this memo system operates are important to understand.

The very essence of a "memo" is that it is a communication for which there is a permanent record of it being sent, received, and read.

In typical business practice, when there is an amendment or change to what has been said in a memo previously, either a "revision" to the memo is sent or a new memo issued which clearly indicates the new change in information. A full record of the original memo is retained. This may help protect you legally and help maintain integrity in safety audits, etc.

If you have a change to the information that was in a memo previously sent, what is normally done is you open that previously sent memo then click the blue “Send As New Revision” button and create this new revision with the new info. This way it is clear to recipients what info is now being changed/updated. In certain legal and audit situations, this is quite important.

NEW OPTION TO DELETE MEMOS IN THE ARCHIVED SECTION

"Delete" This action permanently removes all records associated with the memo. This action CANNOT be reversed.