Edition: Professional, Business, Enterprise
User-level: Director, System administrator
Previous steps:
View all the entered notes for the staff member which have been entered to track phone call history, meeting details, or tasks.
What is the staff notes tab?
The staff notes tab allows you to record when you have a phone call, meeting or task that you are required to complete for a staff member. Existing notes linked to the staff record will be displayed in the list.
To access the staff notes tab go to:
Organisation menu > staff > click into the staff member you would like to see the notes of.
Staff Menu > Personal > Notes and to dos.
If you have Synergy HR:
Staff menu > Synergy HR > Notes and to dos.
Why use the staff notes tab?
View all existing notes for the staff record, and add a new note to record all the conversations about the staff member in a central location.
Actions available
Add a new note
Click the 'Add' button in the top right corner.
Type a short subject line to be summary of the note.
Type the note description into the 'note' box, to record the details of the phone call or task.
Save.
Delete a note
The deletion of a note can be completed by the creator of the note. Delete a note by:
From the staff notes list, click the edit (pencil icon) to the right hand side of the note and select delete.
The list will refresh and the note will be removed.
Search and filter the list
When a large number of items exist, use the search or filter options to limit the number of rows shown in the list.
Search by clicking the search button in the top right hand corner of the staff notes tab and type the keyword into the search box. To return to see all items in the list, click the Clear button in the search bar.
Filter
To filter the staff notes tab, select the search icon in the top right hand corner. See all available filters by clicking the word 'Active'. Select a filter from the dropdown menu and select search. Clear the filters by selecting 'clear'
Active - the default list filter that shows the items that can be used (seen in drop-down lists).
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
Note details/columns available
Subject
This is a short summary of the note contents.
Note
This is the body of the note where you can type the note text that you want other internal staff to be able to view.
Click on the note row to open the note and view the full note text. Only the user who created the note can amend the note text.
Active
The Active box on a new note is checked by default. Active notes are shown on the organization dashboard in the notes panel, and only active notes are shown by the default filter in the organization notes list.
Change a note to inactive to hide it from the default view once the tasks are complete. Inactive notes can still be located in the notes list by using the filters.
Notify me of any changes
The Notify Me box is checked by default on any new note that you create. This ensures that you are sent a notification in Synergy when another user adds a comment. Note comments are added to record further information about the note task. Uncheck this box if you do not wish to receive any notifications about comments being added to this note.
Created by
This field contains the name of the staff member who created the note, with a Synergy profile picture for the staff member (if a profile picture is available).
The date and time that the note was created is also shown.
Comments
Type a comment on the note to record extra information about the note task. Other users add comments to a note to advise of progress on the note task, or to reply to the note creator.
Type the comment text, and then either press the enter key or the save button on the comment row. On saved comment rows the person who added the comment is shown along with the date and time the comment was entered.
Conclusion – one summary sentence
Where to next?
Should link to another article in the KB
What other features does this relate to?
Use large overview articles