Add Notes, Documents, and Interactions against a Placement

Created by Chris Rowe, Modified on Thu, 14 May at 3:57 PM by Chris Rowe

Go to login.navigate.uk.com

1. Click Quick Links Menu

once logged in click the quick links menu

Click Quick Links Menu

2. Type Employer or Student name

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

Type Employer or Student name

3. Select the Placement from the dropdown

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

Select the Placement from the dropdown

4. Three options to 'Add' info

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

Three options to 'Add' info

5. Add Document

To add a document click add document.

Add Document

6. Complete the 'Add Document' form

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.

Complete the 'Add Document' form

7. Add Note

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

Add Note

8. Complete Form

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.

Complete Form

9. Add an Interaction

to add an interaction click add interaction

Add an Interaction

10. Complete Form

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.

Complete Form

11. Return to Audit Trail

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.

Return to Audit Trail