As an Admin, you can leave notes about an explorer's progress in a pathway, topic or article, as well as general notes on an explorer's profile.
For example, you may wish to record details of offline activities such as notes from a meeting or discussion, related offline training or assessment outcomes when relevant to an explorer or their progress.
Notes can be any length and appear in plain text formatting. You can add multiple notes and edit or delete them at any time.
When a note is added to an explorer's profile or their progress in a piece of knowledge, we automatically track the Author and creation date. If the note is edited later, we also record details of the editor and date the note was updated.
Notes on an individual's profile or their progress in a pathway, topic or article can only be seen and edited by admins with 'Instructor' access and above.
Adding notes to an explorer's progress on a pathway, topic or article
To add a note to an explorer's progress on a pathway, topic or article:
Access the explorer's progress in the relevant pathway, topic or article. You can do this from the explorer's profile or from the list of explorers enrolled in a pathway, topic or article.
Click on the explorer's progress status (for example, 'Exploring' or 'Completed') to open their detailed progress for the relevant pathway, topic or article.
Scroll down to the 'Notes' panel and click the + New Note link.
Type your note into the text box that appears.
To export data from the progress page for a topic or article, click the PDF Progress button at the top-right of the screen. The page is transformed into a PDF for offline use.
Adding notes to an explorer's profile
To add a note to an explorer's profile:
Navigate to the explorer's profile. You can do this by locating the individual in the People view or from within a list of explorers in a topic.
On the explorer's profile page, click the 'Notes' tab.
In the 'Notes' panel, click the + New Note link.
Type your note into the text box that appears.