How to create a note from the Select Other Note option at the bottom of the light grey menu on the workflow

1. Complete the appropriate sections on the workflow page, e.g. Examination Findings
2. Scroll to the bottom of the light grey menu
3. Click ‘Select other note‘ (blue link)
4. Select the appropriate note type from the drop down menu on the left – this usually contains the name of your role/department/speciality
5. Select a Template from the menu on the right
6. TIP: the Admission Clerking Note template contains all of the sections from the workflow
7. The title of the note defaults to the selected template name – this can be modified if necessary
8. For notes created using the Free Text Note template the Title of the note must be modified
9. Click OK
10. Finalise your text
11. If you are not going to add anything else to the note later click Sign/Submit, if you are click Save and Close

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Updated: 20 August 2024