Notes

Notes allows everyone to keep notes in the system and provides a place to record events that occurred while working. They can mark these as private or public in terms of other employee access; the administrator can view all notes.

1. Select Messages
   • Click on the tab labelled Your Notes.
2. Click on Create New Post from the Admin Menu
   • Write your note
3. Notes can be private or public.
   1. Make a note just for yourself
      • Under the heading Choose one or more categories, click the box for Private.
      • Under the heading Notify, click to me
   2. Make this available to a select group of employees
      • Under the heading Choose one or more categories, click on the box for Private.
      • Under the heading Notify, click on also include others
      • Select the names of the employees you want to read this note.
      • You can filter the list to only show those employees who do a certain Activity by clicking on the beside Filter Employees by Activity and selecting the appropriate Activity from the drop down.

      You must decide how you want the note distributed: email, sms, or website. You can select one or all three. Since some people only receive notifications by one method, it is a good idea to select all three unless you know specifically how the recipients receive notifications.

   3. Make a Note for Everyone
      • Under the heading Choose one or more categories click on the box for Public.
4. Add additional Categories for Notes
   • On the Admin Menu, select Manage Categories.
   • On the Manage Categories Window, type in the new category and click on add category
   • Click on Close Category Manager
5. Reduce the size of the list by filtering employees by Activity.

   Click on the beside the heading Filter by Activity and select the Activities you want to include.

6. Save your entry by clicking on Save

You can restrict viewing of notes in terms of co-workers however Administrators can see all notes, announcements, chat logs and reminders.