Add a Note to a Course Template
Learn how to record additional information against a Course Template in a Note.
If there is important information to share with your colleagues about a Course Template, 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 Template updates for you to refer back to.
Follow this page to learn the steps to add a Note to a Course Template.
Add a Note to a Course Template
This step will take you through adding a Note to a Course Template
Open the ‘Course Templates’ DataGrid from your main navigation menu on the left
Find the Course Template that you would like to add a Note to by applying filters and/or searching the Course Template DataGrid
Once you have found your Course Template, right-click on it to view the context menu options for this Course Template, select the ‘Notes’ option
This will open the ‘Notes’ DataGrid
Click the ‘Add Note’ button
This will open the ‘Add Note’ pop up box
In the ‘Details’ section, double check that the Course Template showing is the course you wish to map the Note to
If this is incorrect, use the ‘Select’ button to select the correct Course Template from the options available
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.
Please Note
You can add your own Note Type options in custom list items which can be found under Profile > Administration > Custom List Items
Add your note into the ‘Note’ section
Once the form has been filled in, click the ‘Save & Close’ button
Your note has now been added to your Course Template