Creating, Viewing, and Configuring Notes
Accessing the Notes Tab
To create a note, navigate to, and click on the Notes tab from the user dashboard.
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Notes Screen Functionality
In the notes screen, all created/existing notes will be listed. Hit the check box to toggle between coach notes/personal notes created.
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To create a new note, click the + New Note button. In the + New Note button screen/form, select options for a Standard, Coach, or personal note. A Standard note will be viewable to you, coaches and other FP’s managing your Accesskey. A Coach note will only be available to users with a coach role, and a Personal Note, will only be available to you. In the + New Note form, add your note Type, note Category, and applicable Topics. Add your note detail, then hit Save.
Notes Configuration From Admin
From Admin you can create Note templates, Note Types, and Note Categories that feed the notes form options in the user instance. To create Note Templates, click on Notes Templates from Admin. To create Note Types, click on Note Type from admin. To create Note categories, click on Note Category from admin.
Creating a New Notes Template
To create a new Notes Template click on + Add Note Template.
Adding a Note Template
In the + Add Note Template screen, add the Note Name, the Template (Or template variable when applicable), the Note Type, make your Viewable By selection, and set the note Active.
Example Note Template
An example Note Template created
Enhancing Note Templates
After creating and saving a note template, you can set additional constraints under Related Items.
Setting additional constraints (AccessKey constraints) allows you to make your template available to only a specific AccessKey and users in that AccessKey.
Creating a New Note Type
To create a new Note Type, click on Note Type from Admin.
In the Note Type screen, click + Add Note Type
In the + Add Note Type screen, add the Name, set it Active, then Save
Create a New Note Category
To create a new Note Category, click on Note Category from Admin
Adding a Note Category
In the Note Categories screen, click + Add Note Category
In the + Add Note Category screen, add the Name, set it Active, then Save.
Accessing Screenshots