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.
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 reduce 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. Click on the Add note button in the side menu
- 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 reduce 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. Click on the Add note button in the side menu
- 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
Further reading
This section of the KB contains links to any further related information that would be helpful for the purpose understanding this topic.