Adding a Certification Program Note

You can use the Notes tab on the Certification Program Profile to record notes relevant to the program, for example, Certification Board notes.

To add a note for a Certification Program:

1. Go to the Certification Program Profile.

2. Click the Add Note button.

3. On the Notes Information page, enter a Subject.

4. Type (or copy and paste) the content for the notes in the Notes text box and then click Save.  If typing your notes is going to take longer than 20 minutes, you are advised to copy/paste your notes from another application to prevent your session from expiring and losing your notes. See Refreshing an Expired Session for more information on session timeouts.

5. If your note should be designated high priority on the Notes child form, select the High Priority check box.

6. If you would like your note to appear in a pop-up window each time the applicable profile page is accessed (in this case, the Organization Profile), select the Popup on Profile check box. View the Help topic on Adding a Pop-Up Note to a Profile Page for more information.

7. To view the note, click the edit icon on the Notes tab, Notes child form. Clicking the Delete icon will remove the note.