Managing notes in an employee certification is an important feature of creating a successful employee certification and can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.


Step 1.

Start by clicking on the “Certifications” icon on the main ribbon.


Step 2.

Create a new employee certification or open an already existing employee certification from your certification list.

 If creating a new employee certification, all required fields must be filled in and then saved before you can proceed to Step 3. If you need help on how to create a new employee certification, see article, “How to Create an Employee Certification”.


Step 3.

Click on the “Notes” tab on the bottom ribbon section.


Step 4.

After clicking on the “Notes” tab, select the “+ New Note” icon.

 To modify or edit a note, go to Step 6.

 To delete a note, go to Step 7.


Step 5.

Once the note section has opened, enter in the desired notes to the provided space, then, when completed, click on the “Save” icon to complete the process.


Step 6.

To modify or edit a note in an employee certification, click on the “Update” pencil icon. You will then be able to edit the attached note. Once completed, click on the “Save” icon.


Step 7.

To delete an existing note, click on the "Red and White Bar" icon. Confirm the deletion. Once confirmed, the note is deleted.