How do I add, edit or (de)activate a Skills Note?
Last updated on February 04, 2025
Administrators can add notes to a Skill without changing the Skill’s content or version. The Notes tab is a separate function that allows administrators to customize a Skill and control who views the additional data.
Please Note: Adding a note does not change the version of the Skill.
How
Follow these steps to add, edit or (de)activate a Skills note:
- Select 'Add/Edit Skills' from the Skills menu selections.
- The Skills Content Management screen displays.
- Click 'Create a new skill' button in the Skill's Content Management section. The New Skills Creation screen displays. For Notes on an existing skill, locate the skill and click the Edit button.
- Click the 'Notes' icon to access the Notes. The Notes screen displays.
If adding a note to a new skill, you must save the Skill before a Note can be added. - Choose your Note title by doing one of the following:
- To use the default title (Notes) skip to step 6.
- To customize a title click the 'Other' radio button on the Tab Title and enter up to a 15 character title.
- Choose one of the 'Active?' field options:
- Click the Yes radio button to make the note active and visible.
- Click the No radio button to make the note inactive and no longer visible.
- Enter the note text into the text editor or modify the existing text.
- Enter applicable text in the Version History Comments.
- Click 'Save' when done. A confirmation message displays at the top of the screen.
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