Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note that this you can create dot point as sub headings under each sections and they will show up in this table as sub links.

Objective

This is the a short description of the content of the KB, it gives user an idea of what they Upon completion of this KB the user will be able to achieve with all the information from this KB.

Assumptions

This part of the KB states the basic requirements for user to be able to understand this KB or any access required to carry out the task explained in this KBadd / create or edit notes within the Provider tab

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.

Key terms and concepts

In this section, important key terms and concepts involved in the process of carrying out the tasks explained in this KB will be listed, and each of these concepts and terms will be explained.

It is recommended to use table for convenience when it is appropriate.

Implications

This section of the KB will explain what potential issues or problems users can come across and why they happen.

Workflow

This section explains the exact workflow of how a task/process should be conducted.

...


Field NameBrief Overview
SubjectThe name or subject of the note
NoteThe details or main text of the note

Workflow

How to Add / Create a note for a Provider record (without attachment)

  1. Click on the Provider tab in the Side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution Button
  5. This will return a list of Providers that meet the searched criteria
  6. To reduce the returned options in this box Image Added above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded. Click on the Add note button in the side menu
  9. Click on the Add Note Button
  10. Enter the name / title of the note in the subject field
  11. Enter the note details into the Note field
  12. Click on the Save note Button.


How to Add / Create a note for a Provider record (with attachment)

  1. Click on the Provider tab in the Side menu
  2. Click on the Search option in the side menu
  3. Enter the Organisation name or Abbreviation
  4. Click on the Search Institution Button
  5. This will return a list of Providers that meet the searched criteria
  6. To reduce the returned options in this box Image Added above the returned results start typing the Provider name. This will reduce the number of results. 
  7. Click on the blue hyper link on the left side of the required record.
  8. The Provider record has now been loaded. Click on the Add note button in the side menu
  9. Click on the Add Note Button
  10. Enter the name / title of the note in the subject field
  11. Enter the note details into the Note field
  12. Click on the Save note Button.
  13. Click on the Add File Attachment button
  14. Click on the Purpose drop box to select the appropriate type
  15. Click on the Category drop box to select the appropriate type
  16. Enter the name of the attachment in the name field
  17. Enter a description of the attachment in the description field
  18. Select the minimum permission level required to view the attachment from the permission level drop box
  19. Click on the Choose file button and navigate to the attachment
  20. Click on the Save File Attachment button

Further reading

This section of the KB contains links to any further related information that would be helpful for the purpose  understanding this topic.

...