How to View/Add Notes to a User Profile

How to View/Add Notes to a User Profile

The Notes feature is a way to attach information about a user by another user. For example, a teacher might attach a note to a specific student about the hobbies and interests that seems to engage that student.

NOTE
Users must have the permissions to view notes and manage notes in order to use this feature in any context.

You can select from one of the below Notes Context options when creating or editing a Note.
  1. Personal - The note will be visible only to the Note Author
  2. Course - The note will be visible to other Managers and Teachers in the specific course
  3. Site - The note will be visible to other Managers and Teachers in all courses when viewing within a course.
SITE NOTES
View, Edit and Delete

Step 1. Select Notes under Site Pages from the Navigation

 Site Pages
List of Site Notes will appear.

Step 2. Locate the Site Notes you wish to edit or delete.


COURSE NOTES
Step 1. Select Course from the Navigation or Search Course in the search bar.



Step 2. Select Participant and then Notes to access all Notes from the specific course (including Site and Personal Notes)




Step 3. Select Note you wish to edit or delete or to add notes ‘Select users to write notes about



Step 4. Select all user you want to add notes with.



Step 5. Select 'add a new note'



Step 6. Fill up the fields and save.



PERSONAL NOTES
Step 1. Select Users under Site Administration



Step 2. Select Accounts under Users to access Users List



Step 3. From the list or search bar, locate for the user that you’d like.



Step 4. Once you have found the desired user, click on the name to view user profile



Step 5. In the User Profile Page, click Notes under Miscellaneous Section to view, add edit and delete notes.


Step 6Fill out all required fields then click 'save changes'



The note will be added to the user.




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