Manage Notes

Script Notes

Enter notes during your observation or walkthrough.

1. From the form, click the pencil icon to open the Notes slide-out.

2. Enter a note, then press Enter/Return.

3. Continue your note-taking session as necessary.

4. To edit any note, click into the field.

Align Notes

If Advanced Scripting is enabled for the process, align your notes to a rubric.

1. Select the checkboxes for one or more notes.

2. From the action (ellipse) menu, choose Align Selected.

3. Select one or more rubrics to align to the note. Only rubrics aligned to the form field will be available.

4. Click Align.

Copy Notes to Form

Copy your notes to the form.

Copy a Single Note to Form

1. Click into the note field you want to copy.

2. Click the Copy icon. The note will be highlighted.

3. Move the pointer over the form field where the note should be included, then click Append to Form.

Copy Multiple Notes to Form

1. Select the checkboxes for the notes you want to copy.

2. From the action (ellipse) menu, choose Copy Selected. The selected notes appear highlighted.

3. Move the pointer over the form field where the notes should be included, then click Append to Form.

Copy Aligned Notes to Form

To quickly copy all notes aligned to a rubric to their respective form fields, click Add Aligned Notes to Form.

Share Notes

1. Select the checkboxes for one or more notes.

2. From the action (ellipse) menu, choose Share Selected.

3. The staff member will be notified, and the notes will be saved to the staff member's Evidence folder.