Process: Creating, Viewing and Managing Notes with a Placement Record

Users can Create, View and Manage Notes in the Ready Recruit product!

 

Follow the steps below to Create, View and Manage Notes within a Placement Record!

 

Quick Navigation

                                                                                

Creating a Note

 

Navigate to the Placement Record

 

 In the taskbar click

 

 

Select Note from the drop-down 

 

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The Add note modal will appear with the following fields

 

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  • Dated on - click on the date picker to select the date creation
  • Time Spent- Amount of time spent in minutes
  • Template - select the note template you want to use (notes templates are created via the Note Template Admin Setting)
  • Note Category - select note category from the drop-down list set up on your site
  • Comments - type in the note details
  • Add Document - attach any documents here

 

When all the relevant information is added, click

 

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The Note is now created!

 

                                                                                

 

Viewing Notes

 

In the Information storage panel, click on Communication 

 

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Click on the Notes tab

 

 

Displayed is a list of all of the notes previously added to the record!

 

                                                                               

 

Editing and Deleting Notes

 

To edit Notes, click the Action button next to the relevant Note

 

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Select Edit from the drop-down

 

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The Edit Note modal will appear, update the relevant information and click

 

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The Note is now updated with the relevant changes made!

 

 

To delete a Note, click the Action button next to the relevant Note

 

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Select Delete from the drop-down

 

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This will create a prompt, click OK to delete the Note

 

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The Note is now deleted!

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