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:

  1. Select 'Add/Edit Skills' from the Skills menu selections.
  2. The Skills Content Management screen displays.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. Enter the note text into the text editor or modify the existing text.
  8. Enter applicable text in the Version History Comments.
  9. Click 'Save' when done. A confirmation message displays at the top of the screen.

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