Notes and documents can be attached to athlete and staff profiles. They can be added, modified and deleted at anytime. Only system administrators can attach files and documents to staff profiles.
Notes and documents can automatically be locked for edition and deletion after they have been added. Click here to learn more.
Managing notes from the Team Dashboard
You can access all notes recorded by staff - except medical notes that can be viewed by selecting the Health menu- by opening the Notes tab of the Team Dashboard. From this section, you can add new notes, edit the displayed ones and mark notes as read.
To mark a note as Read and remove it from the list (it will not be deleted from the database and still be accessible from the athlete's note section), press X.
Adding notes from the Team Dashboard
To add a new note from the Team dashboard, press the + icon at the bottom of the list.
Managing note and documents sharing permissions - Who can see notes and documents
By default, only you can see the note you are recording, or document you are uploading. To allow more staff users to access this information, click the 'Who can see note' or 'Who can see document' button/link, click on the name of each person who should be able to access the information, and click save.
If the note/document is a private one, only 'Me' is selected and 'Who can see note (1)' visible, it'll be visible to you only.
If you select the 'Athlete' button (deselected by default) athlete will be able to see the note/document.
If you select more staff users, the system will remember your choice so you don't have to select the same names over and over again.
If you are adding a clinical/medical note, only the list of persons with medical access will be displayed in the list.
Saving notes and documents
To save a note/document but allow it to be modified later, click Save. To save the note and immediately lock it for further edition click Save and lock.
Attaching notes and documents to athletes profiles
Attaching notes and documents to staff profiles
Saving notes and documents
To save a note but allow it to be modified later, click Save. To save the note/document and lock it for further edition click Save and lock.
If note locking is deactivated by the account owner, the Save and lock button will not be visible.
Customizing the list of available note types
To add a new type of note or deactivate a default one, open an athlete's note section and press the Settings icon. To add a new note, press the + icon located at the bottom of the list. To deactivate an existing type of note, press the name of the note (button will turn white) and save.
Rating notes
It is also possible to define and attach custom ratings to notes and easily identify them with colors in the list. Learn more here.
Exporting notes
To export all notes recorded for a specific athletes, click the Export icon.
