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Objective

Upon completion of this KB article you will be able to add, create or edit notes within the Provider tab.

Complexity: LOW

Page Contents

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

Subject

The name or subject of the note

Note

The details or main text of the note

Workflow

 1. 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 the search box above the returned results and start typing the Provider name. This will reduce the number of results. 

  7. Click on the blue hyperlink 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.

 2. 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 the search box above the returned results and start typing the Provider name. This will reduce the number of results. 

  7. Click on the blue hyperlink 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

  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

Related Pages

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