Difference between revisions of "Private Notes"

From Charitylog Manual
Jump to: navigation, search
Line 1: Line 1:
−
Private Notes allows users to create text notes which are only visible to certain users or groups of users.  
+
[[File:helpheader_small.png|right]]
  
 
[[File:PN_1.png|border]]
 
[[File:PN_1.png|border]]
  
 +
Private Notes allows users to create text notes which are only visible to certain users or groups of users.  To edit an existing note click on the 'Notes Title' or click the 'Create new note' button to add one.
  
−
Click "Enter New Notes" to create some.
+
Enter the following:
−
 
 
−
[[File:PN_2.png|border]]
 
−
 
 
−
 
 
−
You can now enter:
 
−
 
 
−
* A title for the notes
 
−
* The notes themselves
 
−
* Which staff members the Notes will be available to
 
−
 
 
−
You can select groups and/or users as you need. If you hold down the "ctrl" button whilst clicking options in the menu, you can select several options even if they are not next to one another.
 
−
 
 
−
[[File:PN_3.png|border]]
 
−
 
 
−
 
 
−
Click "Save Notes" when done. Note that (like [[Uploaded Documents]]) you will need to remember to specify that you want to have visibility of the notes (if you do) - i.e. you need to select your own usergroup or your own name in the list, in addition to anyone else, if you want to retain visibility of what you have written. If you do not select either yourself or your usergroup, you will be shown the following warning:
 
−
 
 
−
[[File:PN_4.png|border]]
 
−
 
 
−
 
 
−
Once the notes are saved, you will be returned to the list of Notes, with your new one added. You can click on the name of some Notes to update them.
 
−
 
 
−
[[File:PN_5.png|border]]
 
−
 
 
−
 
 
−
The creation date/time and the last update date/time are stored on the notes page.
 
−
 
 
−
[[File:PN_6.png|border]]
 
−
 
 
−
 
 
−
==Examples of use==
 
−
 
 
−
Private Notes can be used to store any information that you may not want to be available to other users of the system. Examples might be -
 
−
 
 
−
* Personal data which must be kept confidential from any other service
 
−
* Information relating to a conflict of interest
 
−
* Information relating to another service
 
  
 +
[[File:OP_PNnew.PNG]]
  
 +
* Notes Title - The title of the note which is displayed on the summary screen.
 +
* Notes - Details of the private information.
 +
* Staff Access - Which staff members the Notes will be available to.  You may find a box to the right hand side which will display [[Group Access| user groups]] that override the selected user groups.  If you select a group that you are not part of you will receive a warning message when saving, as you will not be able to access the note afterwards.
 +
Click "Save Notes" to save the details.
  
 
----
 
----
−
 
+
[[File:helpheader_small.png|right]]
−
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:32, 23 December 2014 (GMT)
 

Revision as of 08:12, 3 July 2018

Helpheader small.png

PN 1.png

Private Notes allows users to create text notes which are only visible to certain users or groups of users. To edit an existing note click on the 'Notes Title' or click the 'Create new note' button to add one.

Enter the following:

OP PNnew.PNG

  • Notes Title - The title of the note which is displayed on the summary screen.
  • Notes - Details of the private information.
  • Staff Access - Which staff members the Notes will be available to. You may find a box to the right hand side which will display user groups that override the selected user groups. If you select a group that you are not part of you will receive a warning message when saving, as you will not be able to access the note afterwards.

Click "Save Notes" to save the details.

Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Private_Notes&oldid=9830’