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  • Filtering Pending Notes
  • Pending Notes

Pending Notes Follow

If any session notes are awaiting signatures or approval, they will be moved to the Pending Notes tab in your organization's dashboard.  If you select this tab, it will show you all the notes that are missing signatures, have been rejected, and are awaiting approval. 

pending_notes_1.png

 

You can take care of the needs of each note by selecting the note and then selecting the "Sign", "Approve", or "Reject" button in the right-hand corner.

pending_notes_2.png

 

You can also see pending notes attached to a learner by going to the learner's profile and clicking on the Pending Notes tab in their dashboard.

pending_notes_3.png

 

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Related articles

  • Setting up Session Note Approval Workflow
  • Accessing Motivity Online Training Courses (in Thinkific)
  • Interval Data Set Up
  • Editing Contents of Signed Session Notes
  • Accessing Session Notes

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