Objective
Upon completion of this KB article you 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
Field Name | Brief Overview |
|---|---|
Subject | The name or subject of the note |
Note | The details or main text of the note |
Workflow
How to Add / Create a note for a Provider record (without attachment)
Click on the Provider tab in the side menu
Click on the Search option in the side menu
Enter the Organisation name or Abbreviation
Click on the Search Institution
button
This will return a list of Providers that meet the searched criteria
To filter the returned options in this box
above the returned results start typing the Provider name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record.
The Provider record has now been loaded.
Scroll to the bottom of the page
Click on the Add note
button
Enter the name / title of the note in the subject field
Enter the note details into the Note field
Click on the Save Note
button.
How to Add / Create a note for a Provider record (with attachment)
Click on the Provider tab in the side menu
Click on the Search option in the side menu
Enter the Organisation name or Abbreviation
Click on the Search Institution
button
This will return a list of Providers that meet the searched criteria
To filter the returned options in this box
above the returned results start typing the Provider name. This will reduce the number of results. Click on the blue hyper link on the left side of the required record.
The Provider record has now been loaded.
Scroll to the bottom of the page
Click on the Add note
button
Enter the name / title of the note in the subject field
Enter the note details into the Note field
Click on the Save Note
button
Click on the Add File Attachment
button
Click on the Purpose drop box to select the appropriate type
Click on the Category drop box to select the appropriate type
Enter the name of the attachment in the name field
Enter a description of the attachment in the description field
Select the minimum permission level required to view the attachment from the permission level drop box
Click on the Choose file
button and navigate to the attachment
Click on the Save File Attachment
button