Overview

Objective

Upon completion of this KB the user will be able to add / 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

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  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  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.

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