Add Notes, Documents, and Interactions against a Placement

once logged in click the quick links menu

type the employer or student name in the search for a placement box

Select the correct placement from the dropdown. To view the placement record.

On the top right of the placement record there are three buttons. Add document. Add note and add interaction.

To add a document click add document.

This will display a form that requires a document title. Date and time of upload and any notes you wish to add. Click the choose file button to add the document from your files. Or add the URL in the URL box.

Click add note to create a new note associated with the placement.

then complete the form by adding the note title. Date and time of upload and the detail of the note. Click the choose file button if you wish to add any supporting documents from your files. Or add the URL in the URL box.

to add an interaction click add interaction

Complete the form by adding the interaction title. Date and time it occurred. Any supporting notes? Who attended? And which other audit trails you wish it to appear on. Click the choose file button if you wish to add any supporting documents from your files. Or add the URL in the URL box.

anything added using these buttons will be visible in the Audit Trail only College staff can see the Audit Trail no students employers or parents will be able to see this.