Add Notes

At any time, a Records Officer, Registration Supervisor or Data Operations Manager may add notes to a person's record. All notes are saved to a log and may be reviewed as necessary.

1. In the person's record, click Notes in the left menu to jump to the "Notes" section.

2. Click Add Note.

3. Enter a Date for the note; if no date is entered, today's date is saved by default.

4. Enter the text of the Note.

5. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

All notes will appear in chronological order at the bottom of the person's record.

Troubleshooting

An error message displays when the Confirm button is clicked.

Entering the note text is required. The required field is outlined in red. Try filling in the missing field and saving again. If you do not want to enter a note after all, click Return (do not save changes).

The notes needs to be changed.

In the record under the "Notes" section, click Update This information beside the note to update it.