You can add short notes to users profiles in the LMS. Notes are visible to you and other administrators with access to the user’s profile.
You can use Notes for a variety of purposes, to make notes for yourself and to share with other administrators. Notes are not visible to the user unless they are also an LMS administrator.
Note: Do not use notes to record sensitive personal data (i.e. financial or medical information).
To add a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and click the Add Note button.
- Type your note in the Note box and click Add Note.
To change a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and find the note you want to change.
- Click the menu icon on the right of the note's details and select Edit.
- Make your changes in the Note box and click Edit Note.
To delete a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and find the note you want to delete.
- Click the menu icon on the right of the note's details and select Delete.
- Click OK.
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