How do I create a staff note?

  To view a video clip of this procedure, click    

 

You can access staff notes by either going to the "Staff Selection" screen, select the staff member and then click "Notes" or by going to the "Utilities" link in the menu bar and selecting "Notes Facility"

 

1.  Ensure you have the "Child Notes" radio button selected

 

2.  Click "Add Note"

 

3.  Select the staff member's name/s and click "Continue"

 

4.  Select the "Topic" or create a new one in the "Enter topic" field

 

5.  Enter the "Subject" (free text field)

 

6.  Select any of the additional option "My eyes only" (a private note that only your username and password can view or modify) if required

 

7.  Enter the message text

 

If you would like to attach a file saved to your computer, click "Attach file" and follow the instructions

 

If you would like to set a reminder about this note for a later date, Click "Set reminder" and follow the instructions

 

 

8.  Click "Update"