Keep Notes in EPIC Free of Sensitive Data
The Purchasing Department encourages the frequent use of notes in EPIC documents, as they often provide valuable information about the order. However, it is essential that the person leaving the note take care not to include any data that might be considered sensitive. Specifically, never include Social Security Numbers, bank account numbers, or tax numbers in a note. Notes in EPIC are permanent and can be seen by multiple people who have access to the document. If these numbers must be shared with other staff or faculty members, the recommended method is by fax or phone.