This article explains how to add and manage assessment notes.
Jump to Section: [Add Note to Main Assessment Page] [Add Note to Individual Measurement] [Edit Note] [Delete Note]
Add Note to Main Assessment Page
- Click the date link to open the assessment.
- Scroll to the Notes area on the bottom left side of the page and click Add Note. The Add Note window opens.
- Enter note text and click Save Note.
- The note displays in the Notes area with date & time the note was created.
Add Note to Individual Measurement
- Click the Notes tab in the measurement box and click Add Note. The Add Note window opens.
- Enter note text and click Save Note.
- The note displays in the Notes area of the measurement box with date & time the note was created.
Edit Note
- Click the note date/time link. The note window opens.
- Edit the note as needed.
- Click the Save Note button. The edits are saved to the note.
Delete Note
- Select the checkbox next to the note date/time link. The Delete note(s) button becomes active.
- Click the Delete note(s)button.
- The note is deleted from the Notes section.
