Managing Staff Notes

The notes section in the staff profile is used to maintain notes about the staff. Information in the grid can be rearranged according to your needs.

To manage staff notes information, 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. See Adding a Staff Profile for more information.
   • Edit existing staff. See Editing Staff Profiles for more information.
3. Click Notes on the navigation panel.
4. Click the desired option to create a note, open an existing note to view or edit, or delete a note. Make the necessary changes. Explain the components of the window.

Component	Description
New	Displays the Notes - Staff window. See Creating Notes for Staff for more information about adding notes.
Open	Displays the Notes - Staff window. See Creating Notes for Staff for more information about viewing or editing an existing note.
Delete	Deletes the selected note from the grid.
Print	Sends the list of staff notes information to any printer installed on your machine for filing or reference purposes.

5. Do the following to save your changes. If the new staff member was assigned CCH Axcess access and this is the first time their profile is saved, they will receive an email with their ID and password.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

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