Notes

Overview

The Participant notes menu, on the Participant's profile, is a catch all for all notes entered for this Participant.

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.

Attaching Files to a Note

Once a Note has been saved, you can attach files to it. Click the Upload Documents button at the bottom of the Note, then click to browse files from your computer or drag and drop them into the upload area. Attached files appear as a chip under the Note, where you can view, download, or delete them.

See Adding Documents to a Task for the accepted file types and size limit — the same Upload Documents experience applies here.

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.

Use Note Type to show Profile, Task, or Support Notes. When you have access to all users and Participant filters are enabled, Created by filters Notes by one or more team members.

Editing Notes

The Edit Note action is available for Profile Notes and editable Support or Group Support Notes when you created the Note or have permission to update Notes created by other users. Task Notes and other disabled entries must be edited from the Task or item where they were created.

Note Revisions

Admin users have access to all note revisions for all entered notes you can access this via the three dots to the right of the entered note as seen below.

Deleting Notes

Notes cannot be deleted unless your Account Owner has turned on Case Note Deletion in Settings > Data Management. Once it is on, an eligible Note shows Delete Note only to a User with the appropriate delete permission who can access the Note and is not blocked by its editability or clock-out lock. Deletion removes the Note and all of its revisions permanently.