As an Admin, you can leave notes about a learner's progress in a pathway or topic, as well as general notes on a learner'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 or topic can only be seen and edited by admins with 'Instructor' access and above.
Adding notes to a learner's progress on a pathway or topic
To add a note to an explorer's progress on a pathway or topic:
Access the learner's progress in the relevant pathway or topic. You can do this from the learner's profile or from the list of learners enrolled in a pathway or topic.
Click on the learner's progress status (for example, 'Exploring' or 'Completed') to open their detailed progress for the relevant pathway or topic.
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, 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 a learner's profile
To add a note to a learner's profile:
Navigate to the learner'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 learner'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.