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 / VET Sector.

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 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 Image Added button
5. This will return a list of Providers that meet the searched criteria
6. To reduce filter 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. Scroll to the bottom of the page
10. Click on the Add Note Buttonnote Image Addedbutton
11. Enter the name / title of the note in the subject field
12. Enter the note details into the Note field
13. Click on the Save note ButtonNote Image Addedbutton.

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

1. Click on the the Provider tab  tab in the Side side menu
2. Click on the the Search option  option in the side menu
3. Enter the Organisation name or Abbreviation
4. Click on the the Search Institution ButtonImage Added button
5. This will return a list of Providers that meet the searched criteria
6. To reduce filter 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. Scroll to the bottom of the page
10. Click on the Add Note Buttonthe Add noteImage Addedbutton
11. Enter the name / title of the note in the subject field
12. Enter the note details into the Note field
13. Click on the Save note Button.the Save Note Image Addedbutton
14. Click on the Add File Attachment Image Addedbutton
15. Click on the Purpose drop box to select the appropriate type
16. Click on the Category drop box to select the appropriate type
17. Enter the name of the attachment in the name field
18. Enter a description of the attachment in the description field
19. Select the minimum permission level required to view the attachment from the permission level drop box
20. Click on the Choose file file Image Added button and navigate to the attachment
21. Click on the Save File Attachment Image Added button

Further reading

How to Add providersProviders

How to Edit Providers