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4.2 My Notes

This section allows you to enter and store notes that no one else in the system can access. To add a note:

 

1.      Click on the Add  tab to the right of the My Notes tab.

OR

2.      Select the Add Note Quick Link.

3.      Fill out the following:

a.      Enter in the “Subject” of the note.

b.      Select the “Note type” from the drop-down menu. Your choices are: Reminder, Contact Information, Goal, Procedures, and Other.

c.       Enter the text of the note in the “Description” text box.

    4.  Click Save.


See also

4.1 My Profile
4.3 My Files
4.4 My Access List