Introducing File Notes
File Notes let you log any information about a record such as general notes, logging calls / interactions, uploading documents, and generating document using uReport. They can contain rich text, images and web links and you can upload up to 10 files per File Note. You can add File Notes at a Learner level, Course Enrolment level and Unit Enrolment level.
Get an insight on how File Notes can be used
How to View File Notes
Specific to individual roles, see how to view File Notes below:
Via Wisenet LRM
- All Users with access to the LRM can view File Notes in Wisenet. From all main sections of the LRM, e.g. Learners, Course Offer, etc, simply click on Logbook from the Left Navigation Bar and this will generate records of all File Notes
Via Trainer App
- Trainers have the option to add File Notes against the Learners they are training. They do so in the Trainer App and this function needs to be set by Admin for Trainers to view File Notes which then allows them to add File Notes through the Trainer App
- PLEASE NOTE: This will only work if Trainer View Logbook is also switched on
Via Learner App
- Only Learners, Course Enrolment and Organisation documents will be visible in Learner App. Learners can see only specific uploaded documents in their client record if the setting is switched on and the document is marked
- If File Notes don’t have attachments, they will not display, even when you tick ‘Learner can see’
- Learner can only see the attachment on the File Note under Documents tab in Learner App
How to Add a File Note
File Notes let you record any information from uploaded files to portfolio links; to scanned documents; to generated uReports. You can create a File Note manually or automatically.
Learn More? How to Add a File Note