Using notes



 

You will from time to time need to communicate with all individuals collaborating with you on the same standard. Do this electronically via the system's notes function. Users can write notes for single or multiple recipients, receive notes, write private notes, clear notes, and create alerts.

Types of notes

Program note

Use Program Notes to communicate with others working on a standard. These notes refer to a single standard and appear in full only on that standard's page. All users with permissions to a standard can read and write its Program Notes.

Alert Use Alerts to remind selected readers that there is a note to read.
Private note

Use Private Notes as reminders to yourself. These notes refer to a single standard and appear in full only on that standard's page. They are visible only to you. All users can post Private Notes.

Create notes

NOTE: Only users with write privileges to a standard will appear on the drop-down menu for an alert.

Alerts

Alerts are automatically created in users' programs when they are selected for a note. All users with at least read access to a standard will be able to see the note, but only the user(s) chosen in Select users to alert will receive alerts.

Find notes

 

Standards list page with alerts

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There is one new Program Note.

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There is one new private note.

Clear, show & hide notes

Clicking on the Clear notes link in the Notes box hides the note. To see it again, click on the Show old notes link.