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In Astalty you can add Notes in several places such as;

  • a Plan

  • on a Participant's profile

  • within a Task

  • within an Implementation

  • automatically generated by an alert

Astalty makes it easy to search through these notes by showing you all Notes for a Participant, regardless of where they were created on the Notes page within a Participant's profile.

Adding Notes to a Participant

On the Notes page there is an Add Note button however this is rarely used. Most of the time, Note should be created within a Task. Usually the only time a Note should be added directly to a profile is if it's a note from your previous system.

Searching Participant Notes

As shown in the screenshot above, you can use the search input to search all Notes for keywords and Astalty will show you those keywords highlighted in yellow.