Dec 12, 2022
Creating a Note within a Department
- Click on Groups in the left navigation.
- If the leader you are leaving a Note for is a Group Leader or Assistant Leader in a Group you are the Coach or Director over:
- Click the leader's name in the My Group Leaders section.
- Or click the View All link in the My Group Leaders section to see more details before click the leader's name.
- If the leader you are leaving a Note for is a Coach or a main Group Leader:
- Click the Departments tab.
- Click the Department's name.
- Click the leader's name for the Group they lead.
- If the leader you are leaving a Note for is a Group Leader or Assistant Leader in a Group you are the Coach or Director over:
- Choose the Notes tab.
- Enter the Note.
- Click Add this Note.
Who can Create a Note from Within a Department?
Privilege | Have Ability? |
---|---|
Master Admin | Yes |
Full Read Only | No |
Full Read/Limited Write | No |
Process Admin | No |
Process Manager | No |
Queue Manager | No |
Director (Complete) | Yes for their group leaders |
Coach (Complete) | Yes for their group leaders |
Department Roles
- Coach: Can view and add Group Leader Notes.
- Director: Can view and add Coach or Group Leader Notes.
Note Options
Option | Action |
---|---|
Appropriate Leaders | Note can be seen by Full Read Admins, Process Managers, Queue Managers, Directors and Coaches |
Department Only | Note can be seen by people who are Directors and Coaches for that group leader |
Only Me (Complete Only) | Note can be seen by only the person who created it |
Viewing Notes from Within a Department
You must be a Director or Coach to view the individual page in the Department, however, once viewing the individual, the Notes you can or cannot see are dependent on your privileges below.
Appropriate Leaders | Have Ability? | Limitations |
---|---|---|
Master Admin | Yes | |
Full Read Only | Yes | Only Notes marked for People Admins |
Full Read/Limited Write | Yes | Only Notes marked for People Admins |
Process Admin | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
Process Manager | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
Queue Manager | Yes | Only Notes tagged as Appropriate Leaders in their Process Queues |
Director (Complete) | Yes | Only Notes tagged as Appropriate Leaders for their group leaders |
Coach (Complete) | Yes | Only Notes tagged as Appropriate Leaders for their group leaders |
Only Me (Complete) | Yes | Only by the person who created the Note |
How to Delete a Note from Within a Department
- After accessing a Profile from the Groups, click the Notes tab.
- Find the Note you wish to delete and click Delete.
Who can Delete a Note from Within a Department?
Appropriate Leaders | Have Ability? | Limitations |
---|---|---|
Master Admin | Yes | |
Full Read Only | No | |
Full Read/Full Write | No | |
Process Admin | No | |
Process Manager | No | |
Queue Manager | No | |
Director (Complete) | Yes | Only Notes tagged as Department Only for the assigned leader |
Coach (Complete) | No | |
Only Me (Complete) | Yes | Only by the person who created the Note |