Add/Edit Pathway Notes
Record any special circumstances or occurrences related to an individual pathway participant.
- Sign in as an administrator or user with the appropriate permission.
- Click .
- Click the name of the pathway.
- On the People tab, expand an entry by clicking at the end of the row.
- Click Add a note or Add another note, make your entry, and save. To edit an existing note, click and select Edit Note.
- If you're adding a note, select whether to copy it to the person's profile as well. Select whether the note should be public or private.
- Click Save.
- To delete a note, repeat the process, but click Delete Note and confirm.