Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

From the Participant’s Dashboard:

  1.  Click the Notes tab.

  2. Current Notes for the client will display.

 Tip: As notes are added the (0) on the tab will update.

 To add a Note:

  1. Click the Notes section and enter notes.

  2. Click the Date calendar and click date.

  3. Select a Location. If there is only one option, it will be auto-selected.

  4. Click the Tag drop-down and select a Tag for the Note. (Optional)

  5. Click Add Note. The newly added note is displayed in the Current Notes table

...

  1. .

  2. Notes can be filtered by author, provider location, and tag.

  3. Career Services comments re: the client will automatically appear in the Notes section for convenient reviewing.

...


Participant Notes are visible to Coordinators and AHP Staff.