Add a Note to a Delegate

Steps to add a Note to a Delegate

1 Add a Note to your Delegate
2 FAQ’s

Related Help Guide Pages

Notes Overview

Learn how to Add a Note to a Delegate

When there’s essential information to share about a Delegate, you want a seamless way to ensure your team and the Trainer are always kept up to date with important information. By adding a note directly to the Delegate’s profile, you can provide important details that everyone needs to know about the Delegate attending the Course.

Follow this page to learn the steps for adding a Note to a Delegate

Add a Note to your Delegate

Follow these steps to learn how to add a note to your Delegate

Adding a note to your Delegate

From the Main Navigation Menu, go to SmartGrids and then the Class/ Web Delegates SmartGrid
This will open the corresponding DataGrid
If there are no Delegates within the DataGrid, you can manually add a Delegate using the ‘add Delegate’ button a the top of the DataGrid or follow our ‘adding a Delegate to a Course' guide
Using the Search bar and or Filters, search for your Delegate
Right-click the Delegate and find the 'Notes' option from the context menu, then click 'Add Note'
This will open the ‘Add Note’ pop-up window

Top Tip!

For more information on common uses for Notes and top tips visit our Notes Overview page

Select a 'Note Type'. Note Type allows you to select what type of note it would be, for example, a complaint, update or refund note. Note Types can be customised if required using Custom List Items.
Please note, that your Note Type drop-down may vary depending on what types are available in your Platform
Enter a 'Note' into the Notes text box
Press the 'Save & Close' button
To view the Note please visit our Where to Find Notes section within our Notes Overview page

FAQ’s

It is possible to see when a Note was updated by adding the 'Date Updated' column into your Notes DataGrid.

There is no character limit for Notes, the biggest Note that we have ever seen was 80,000 characters! However, we strongly recommend sticking to under 1,000 characters per note, so that you can include your Note content in your DataGrid without causing your DataGrid to be stretched.

It is not possible to undo the Delete action for Notes, therefore only Notes that should be removed forever should be deleted.

It is possible to add a Note Type called 'Archived', which old Notes can be logged against and then pre-filtered out of your DataGrids.

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