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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


Field NameBrief Overview
SubjectThe name or subject of the note
NoteThe details or main text of the note

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


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