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View and Add Notes

Viewing Notes

  1. When viewing an Orientee's status, click on the Notes link on the left-hand menu
  2. On the Notes page you will see all notes attached to the given user
  3. Notes are ordered by date (most recent at the top)
  4. The notes page will display the subject of the note, type of note, author of note, and date posted. The type of note will either be “Competency”, “RPI”, or “Personal”. Competency and RPI notes are notes posted while validating the Orientee. Personal notes are applied to the individual and note tied to a competency or RPI validation
  5. To view the body of the note, simply click on the note to display a popup

Printing All Notes

  1. When viewing a Orientee's status, click on the Notes link on the left-hand menu
  2. On the Notes page you will see all notes attached to the given user
  3. Notes are ordered by date (most recent at the top)
  4. A printable version of the notes can be obtained by clicking on the Print Notes button 
  5. Click on Export to PDF button to print all notes to PDF
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