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Notes Help
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Notes allow the user to create a note to communicate with the student and other advisors. Only advisors can enter notes and will have access to the Notes tab. Students will see the notes on the body of the audit. There are four buttons at the top of the notes screen labeled "View Notes", "Add Note", "Modify Notes" and "Delete Notes".

View Notes: To view all the notes, click on "View Notes" button. You will be able to see all the notes entered by all advisors on that specific student's audit. You will also be able to see who created the note and when it was created.


Add Note: To add a note to the student's audit, click on the "Add Note" button. You can either type free format text in the window provided or choose one from the drop down list. Once not is entered, click the "Save Note" button. You will get a confirmation that will say "Your note was added successfully". The next day when a new audit is run, student will be able to see this note on the audit in the "Notes" block. Please be cautious about what you enter as a note as it will be available to everybody via the web.

Add Note Image


Modify Notes: If you want to modify a note that you created, click on "Modify Notes" button. You will see the old note text, modify it and click on this icon Modify Note Icon, next to the note text. You will get a confirmation that will say "Your note was updated successfully".

Modify Note Image


Delete Notes: To delete a note, click on the Delete Notes button. Click on this icon next to the note you want to delete. You will get a confirmation that will say "Your note was deleted successfully".