Creating Notes for Staff

You can use the staff note to store a variety of information about the staff. The staff note is comprised of three areas: date, subject, and note.

To add a staff note, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
2. Do one of the following to open the staff profile:
• Add new staff profile.
  1. Click New > Staff in the Create group on the Home tab, or right-click in the Staff grid and select New > Staff from the menu.
  2. Select a template or an existing staff as the source for the new staff.
  3. Click Continue. See Adding a Staff Profile for more information.
• Open an existing staff profile. Select a staff in the Staff grid and click Open in the Edit group on the Home tab. See Editing Staff Profiles for more information.
3. Click Notes on the navigation panel.
4. Do one of the following to display the Note - Staff window:
   • Add a note. Click New on the button bar to add a note.
   • Open a note. Select a record in the grid and click Open on the button bar to edit an existing note.
5. Enter information for the staff note. Explain the components of the window.

Component	Description
Date	Enter a date or click the down arrow to select the correct date.
Private note	Select private note to enhance the security on this note. Staff must have separate permission to add, view, or delete private notes.
Subject	Enter a subject that provides information about the note.
Note	Enter the note for the staff.

6. Click one of the Save buttons to save your note.

Button	Description
Save	Saves the note and the window stays open for editing.
Save & New	Saves the note and opens a new window to create a new note. Note: This option is not available if editing a note.
Save & Close	Saves the note and exits the window.
Cancel	Exits the window without saving your changes.

7. Click one of the Save buttons to save changes to the staff profile.

Button	Description
Save	Saves the staff profile and the window stays open for editing.
Save & New	Saves the staff profile and opens a new window to create a staff profile. Note: This option is not available if editing a staff.
Save & Close	Saves the staff profile and exits the window.
Cancel	Exits the window without saving your changes.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.