Private tab

Owned by Nathan Confer, created
May 14, 2021
2 min read

The Private tab allows Nurse to record private comments and documents for student entires.

Adding Private Comment(s)

Adding Private Documents

Adding Private Comment(s)

Adding Private Documents

  • Start by clicking the +Add button

  • Fill out the appropriate fields after clicking the +Add button

  • Next, click Show Detail button and begin filling in the comment

  • When finished, click the green Save button at the top of the screen

Comments will NOT show on the Row / Line, you MUST click Show Detail in order to see and read the comment

  • Using the +Add Wizard allow users to add a Private Comment but allow you to skip over click the row / line then clicking Show Detail

    • This way is faster (using +Add Wizard)

  • Start by clicking the +Add button

  • A document window will appear and you will then need to find and click the document, then click Open in the document window to begin uploading it

  • Your document has now been uploaded

  • Select a category by clicking the Doc Category dropdown menu

  • Changing the Doc Comment will make it easier to understand at a glance what the document is

  • To open the document, click on the icon under the Doc Type column (far right)

 

 

If there are any questions or issues please contact IT Services