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Steps to add a Note to a Course

Related Helpguide Pages

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

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

 Add a Note to a Course

  1. Navigate to the 'Courses Class' or 'Courses Web' DataGrid

  2. Use the search or filters to find the Course

  3. Right click the Course and select the 'Notes' option

  4. Make sure you have the ‘Note’ column included in your DataGrid

  5. Click the 'Add' button.

  6. Select a 'Note Type' and enter a 'Note'

  7. Press 'Save & Close'

you can add your own note types in custom list items

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