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 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 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. 
9. Scroll to the bottom of the page
10. Click on the Add note button
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.

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 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. 
9. Scroll to the bottom of the page
10. Click on the Add notebutton
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
14. Click on the Add File Attachment button
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  button and navigate to the attachment
21. Click on the Save File Attachment  button

Further reading

How to Add Providers

How to Edit Providers