How to Add a Note?

  • From Dashboard
  • Click Screening
  • Then select Applications

 

  • Once on the Applications page you will locate the application you would like to view and screen.
  • Hover over and click on the Application Tab to be taken to the Application Details page

 

  • On the Application Details page you will locate the Actions icon.
  • Hover on and Click on Notes
  • Click Add Note

 

  • Select the Date
  • Type in a Note
  • Click Save

 

  • The Note will then appear within the Notes section on the right hand side of the screen.

 

  • By Clicking the ellipsis icon (...) you can Edit or Delete the Note.