Slide 2:
Memo to File form:
created by one person
sent to Career Point as a completed document
Useful for documenting:
Details and feedback about short pieces of work
Feedback from practice contributions, giveback activities, bids, or sales activities
Feedback received from a third party Benefits of a Memo to File
Slide 3:
Creating a Memo to File 1) Create a Memo to File from ‘Your Summary’ 2) Select ‘Create Doc’
3) Then select Memo To File
Slide 4:
4) Memo to File dialog box displays. 5) Enter relevant data. 6) A new Lotus Notes mail memo opens. Creating a Memo to File – cont’d
Slide 5:
7) Complete your Memo To File
Delete instructional text
Do not change address in the ‘To’ field
Do not attach files
Enter your information or cut & paste from another document
Click Submitting a Memo to File
Slide 6:
Verifying Completion of the Memo to File MtF completion is visible in ‘Your Summary’
Slide 7:
Memo to File - Summary Recap of Key Learning Points
Memo to File is a basic Career Point document created and updated by the user. It is sent to Career Point as a completed document in one step.
Use the MtF form to provide simple feedback,
record data about practice contributions or giveback activities, bids, and sales activities, and capture feedback from a third party