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Steps to add a Note to a Course

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Related Helpguide Pages

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Learn how to record additional information against a Course in a Note.

If there is important information to share with your colleagues about a Course, easily add a Note to capture the details in an easy to access and report on location.

Recording Notes ensures that your team can stay informed, supports their collaboration, and keeps a record of your Course updates for you to refer back to.

example note on a Course

Follow this page to learn the steps to add a Note to a Course.

🗒️ Add a Note to a Course

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This step will take you through adding a Note to a scheduled Course

Expand
titleAdd a Note to a Course

  1. Open the ‘Class’ or ‘Web’ Course DataGrid from your main navigation menu on the left

    Course Class or Courses Web main navigation menu

     

  2. Find the Course that you would like to add a Note to by applying filters and/or searching the Courses DataGrid

    filtering the courses datagrid

     

  3. Once you have found your Course, right-click on it to view the context menu options for this Course, select the ‘Notes’ option

    image-20240213-123710.png

  4. This will open the ‘Notes’ DataGrid

    Note maintenance datagrid

  5. Click the ‘Add Note’ button

    add note button

  6. This will open the ‘Add Note’ pop up box

    note details pop up box

  7. In the ‘Details’ section, double check that the Course showing is the course you wish to map the Note to

    details section, mapped course

    If this is incorrect, use the ‘Select’ button to select the correct Course from the options available

  8. Under the ‘Notes’ section, you will see there is a drop down for Note Type, here you can choose what the note relates to such as Booking Adjustment, Payment, Quick Note etc,

    note type drop down

  9. Add your note into the ‘Note’ section

    note section

  10. Under the action section, you can choose whether Trainers can see this note or not by ticking or unticking the checkbox

    access section - Trainers can access this note checkbox

  11. Once the form has been filled in, click the ‘Save & Close’ button

    save and close button

Please Note
You can add your own Note Type options in custom list items which can be found under Profile>Administration>Custom Profile > Administration > Custom List Items