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  3. Accessing Notes

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  • Accessing Session Notes

Accessing Session Notes Follow

To access session notes, you will:

  • Click on a learner
  • Select Timeline and Reports
  • Scroll to the date of interest or click the Filter button on the right-hand side and select Session Notes

Now you can access the session notes for that learner!

 

 

--Updated 8/8/22

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Related articles

  • Create Learner Session Note
  • Create Session Note Templates
  • Exporting Data (Session Note Reports, Session Reports, Learner Data)
  • Editing Phases in the Past (names, dates, phase types)
  • Filtering Pending Notes

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