How to add, change and delete a user note

You can add short notes to users profiles in the LMS.  Notes are visible to you and other administrators with access to the user’s profile.

You can use Notes for a variety of purposes, to make notes for yourself and to share with other administrators. Notes are not visible to the user unless they are also an LMS administrator.

Note: Do not use notes to record sensitive personal data (i.e. financial or medical information).

To add a note:

  1. Click the Users tab on the menu bar at the top of the page to show the menu.
  2. Select the user category to show the User management page.
  3. Find the user by filtering, see How to use filtering to find a user.
  4. Click View/Edit on the right of the user's details to see the User Profile.
  5. Scroll down to the NOTES card and click the Add Note button.
  6. Type your note in the Note box and click Add Note.

To change a note:

  1. Click the Users tab on the menu bar at the top of the page to show the menu.
  2. Select the user category to show the User management page.
  3. Find the user by filtering, see How to use filtering to find a user.
  4. Click View/Edit on the right of the user's details to see the User Profile.
  5. Scroll down to the NOTES card and find the note you want to change.
  6. Click the menu icon on the right of the note's details and select Edit.
  7. Make your changes in the Note box and click Edit Note.

To delete a note:

  1. Click the Users tab on the menu bar at the top of the page to show the menu.
  2. Select the user category to show the User management page.
  3. Find the user by filtering, see How to use filtering to find a user.
  4. Click View/Edit on the right of the user's details to see the User Profile.
  5. Scroll down to the NOTES card and find the note you want to delete.
  6. Click the menu icon on the right of the note's details and select Delete.
  7. Click OK.
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