{"id":3355,"date":"2022-07-13T10:28:10","date_gmt":"2022-07-13T10:28:10","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=3355"},"modified":"2026-02-24T15:29:34","modified_gmt":"2026-02-24T15:29:34","slug":"create-note-for-countersignature-from-the-workflow","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=3355","title":{"rendered":"6. Workflow: Create Note (for countersignature)"},"content":{"rendered":"\r\n<div class=\"warnSection\"><i class=\"fas fa-exclamation-circle\" style=\font-size:3rem\"><\/i>  Notes created by students should be signed (verified) by their mentor or a qualified member of staff<\/div>\r\n\r\n\r\n\r\n<ol class=\"wp-block-list\" type=\"1\">\r\n<li>Complete the appropriate sections on the workflow page as required.<\/li>\r\n\r\n\r\n\r\n<li>Scroll to the bottom of the light grey menu on the left.<\/li>\r\n\r\n\r\n\r\n<li>Select an option from the <strong>Create Note<\/strong> section (blue links).\u00a0<\/li>\r\n\r\n\r\n\r\n<li>Edit your text as necessary.<\/li>\r\n\r\n\r\n\r\n<li>Select <strong>Sign\/Submit<\/strong> if the note is complete, if not <strong>Save<\/strong> or <strong>Save and Close <\/strong>until note is complete.<\/li>\r\n\r\n\r\n\r\n<li>Once <strong>Sign\/Submit<\/strong> has been selected, check the note title, type and date\/ time.<\/li>\r\n\r\n\r\n\r\n<li><strong>Search<\/strong> for the person that will countersign (sign the note on your behalf): <sub><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3359 size-full\" style=\"width: 300px;\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-Find.png\" alt=\"\" width=\"465\" height=\"70\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-Find.png 465w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-Find-300x45.png 300w\" sizes=\"auto, (max-width: 465px) 100vw, 465px\" \/><\/sub><\/li>\r\n\r\n\r\n\r\n<li><strong>Select<\/strong> the person from the search window (if there is more than one displayed).<\/li>\r\n\r\n\r\n\r\n<li>Click <strong>OK.<\/strong><\/li>\r\n\r\n\r\n\r\n<li>If this person will sign future notes, click the <strong>star<\/strong> next to their name \u2013 to default to this selection for each note created, also select the <strong>default tick.<\/strong><\/li>\r\n\r\n\r\n\r\n<li>Ensure that the <strong>Sign<\/strong> <strong>radio button<\/strong> is selected on the right: <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3360 size-full\" style=\"width: 350px;\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-signature.png\" alt=\"\" width=\"688\" height=\"85\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-signature.png 688w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Recipient-signature-300x37.png 300w\" sizes=\"auto, (max-width: 688px) 100vw, 688px\" \/><\/li>\r\n\r\n\r\n\r\n<li>Click <strong>Submit.<\/strong><\/li>\r\n\r\n\r\n\r\n<li>The note will display in<strong> Document Viewing <\/strong>as<strong> \u201cUnauthorised\u201d <\/strong>until it has been countersigned:<\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"117\" class=\"wp-image-3361\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Unauthorised.png\" alt=\"\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Unauthorised.png 996w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Unauthorised-300x35.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2022\/07\/Note-Unauthorised-768x90.png 768w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\r\n","protected":false},"excerpt":{"rendered":"<p>Notes created by students <\/p>\n","protected":false},"author":8,"featured_media":1657,"parent":1862,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"qrg.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,15],"tags":[],"class_list":["post-3355","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-powerchart"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/3355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3355"}],"version-history":[{"count":15,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/3355\/revisions"}],"predecessor-version":[{"id":21296,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/3355\/revisions\/21296"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/1862"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1657"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3355"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3355"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}