Assumptions

• You have the minimum required level to access the Providers menu and an understanding that making changes within this section has system wide implications; and

• You have an understanding of the Australian Tertiary Education System / VET Sector.

Key Terms and Concepts

1. How to ADD or CREATE a Note for a Provider Record WITHOUT Attachment

STEP 1 Load the Provider’s Record

1, 2, 3, 4 Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button.

5 After clicking the SEARCH button, it will show a list of providers that meet your searched criteria. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box.

6 When you see the record for the Provider you are looking for, click the provider code hyperlink under the first column. This will load the provider record.

7 After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system.

STEP 2 Add the note to the Provider’s Record

8 Once the Provider Record is loaded, you have two ways to go to the note section of the record, you can either scroll down the page and look for the NOTE ASSOCIATED WITH PROVIDER Form section, or choose Providers > Edit Details > Notes menus on the side.

9 Click the ADD NOTE button. This will open the EDIT NOTE Form section.

10 In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field.

11 Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record.

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2. How to ADD or CREATE a Note for a Provider Record WITH Attachment

STEP 1 Load the Provider’s Record

1, 2, 3, 4 Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button.

5 After clicking the SEARCH button, it will show a list of providers that meet your searched criteria. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box.

6 When you see the record for the Provider you are looking for, click the provider code hyperlink under the first column. This will load the provider record.

7 After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system.

STEP 2 Add the note to the Provider’s Record

8 Once the Provider Record is loaded, you have two ways to go to the note section of the record, you can either scroll down the page and look for the NOTE ASSOCIATED WITH PROVIDER Form section, or choose Providers > Edit Details > Notes menus on the side.

9 Click the ADD NOTE button. This will open the EDIT NOTE Form section.

10 In the EDIT NOTE Form section, enter the Subject or the Title of the Note and add more details in the Note field.

11 Click the SAVE NOTE button to attach the note you’ve just entered to the Provider’s Record.

STEP 3 Add the attachment to the Provider’s Record

12 After adding the note, you have two ways to go to the file attachment section of the record, you can either scroll down the page and look for the ASSOCIATED FILE ATTACHMENTS Form section, or choose Providers > Edit Details > File menus on the side.

13 Click the ADD FILE ATTACHMENT button.

14 In the EDIT FILE ATTACHMENT Form section, fill out the following information (fields highlighted in BLUE are optional, RED are required). Choose a Purpose of the file attachment, and enter the Name that will be used to refer to the file within Paradigm. Add more details, description of the file in the Description field. Choose the Status of Published, to make the file visible after saving, and choose the Permission Level – the lowest permission access level who are allowed to view or access the file.

15 Click the Choose file button and locate the file you want to attach.

16 Click the SAVE FILE ATTACHMENT button.

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