Managing Notes on an Employee Certification


 This process cannot be done from a mobile device.

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:

Step 1.

Click on the Modules tab, then click 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 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  Delete icon. Confirm the deletion. Once confirmed, the note is deleted.



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