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Upon completion of this KB article you will be able to add, create or edit notes within the Provider tab.
Complexity:
Page Contents
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Assumptions
The User has the minimum required level to access the Provider tab and an understanding that making changes within this section has system wide implications.
The user has an understanding of the Australian Tertiary Education System / VET Sector.
Key terms and concepts
Field Name | Brief Overview |
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Subject | The name or subject of the note |
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Note | The details or main text of the note |
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Workflow
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| title | 1. How to Add / Create a note for a Provider record (without attachment) |
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Click on the Provider tab in the side menu Click on the Search option in the side menu Enter the Organisation name or Abbreviation Click on the Search Institution
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button This will return a list of Providers that meet the searched criteria To filter the returned options in
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the search box above the returned results and start typing the Provider name. This will reduce the number of results. Click on the blue
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hyperlink on the left side of the required record. The Provider record has now been loaded. Scroll to the bottom of the page Click on the Add
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Note button Enter the name / title of the note in the subject field Enter the note details into the Note field Click on the Save Note button.
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Click on the Provider tab in the side menu Click on the Search option in the side menu Enter the Organisation name or Abbreviation Click on the Search Institution
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button This will return a list of Providers that meet the searched criteria To filter the returned options in
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the search box above the returned results and start typing the Provider name. This will reduce the number of results. Click on the blue
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hyperlink on the left side of the required record. The Provider record has now been loaded. Scroll to the bottom of the page Click on the Add
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Note button Enter the name / title of the note in the subject field Enter the note details into the Note field Click on the Save Note
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button
Click on the Add File Attachment
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button Click on the Purpose drop box to select the appropriate type Click on the Category drop box to select the appropriate type Enter the name of the attachment in the name field Enter a description of the attachment in the description field Select the minimum permission level required to view the attachment from the permission level drop box Click on the Choose file
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button and navigate to the attachment Click on the Save File Attachment
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button
Further
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Reading
How to Add Providers
How to Edit Providers
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| sort | title |
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| excerptType | simple |
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| cql | label in ( "Provider" , "Add" , "Create" , "Update" , "Edit" , "Attachment" , "Notes" , "Institution" , "Organisation" ) |
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Related Pages