Insert and manage Quick Notes

• Overview
• Access My Profile
• Create a Quick Note
• Manage Quick Notes
• Apply a Quick Note

Overview

Quick Notes are notes or comments that advisors, staff, and faculty use regularly when documenting their conversations with students. Quick Notes are created, edited, deleted, and maintained by each user's role. You can use the Quick Notes you create at any time when adding a contact note to an advising record.

Access My Profile

You can create and manage Quick Notes from your "My Profile" page.

1. In the header of the AdRx landing page, click the icon with your initials.
2. From the expanded menu, click My Profile.

The "My Profile" page displays. The active profile appears in the upper right.

Create a Quick Note

1. Ensure the AdRx Student Advising Records customization menu is active.
2. In the "Notes Customization" row, click the down arrow to expand the row.
3. Click the arrow in the "Manage Quick Notes" row.
4. Click New Quick Note.

   

5. Before you can save a Quick Note, you need to complete the following fields:
   • Enter a title.
   • Either enter a category in the "New Category" field, or select an existing category.
   • Type your Quick Note in the "Note" area.

     

6. Click Save.

The Quick Note is now available when adding a contact note to an advising record.

Manage Quick Notes

You can edit or delete added Quick Notes from the "Manage Quick Notes" section (located under the AdRx Student Advising Records customization menu and "Notes Customization" row).

• If editing, select the desired Quick Note, make the changes, and click Save.
• If deleting, select the desired Quick Note and click Delete.

You can also edit or delete added categories from the "Manage Quick Notes" section:

• If editing, select the desired category, make the change, and click Rename.
• If deleting, select the desired category and click Delete.

Apply a Quick Note

You can apply Quick Notes from the "Add Contact Note " slide-out. For more about on accessing the slide-out and composing a note, review Submit contact and appointment notes in AdRx.

Click Insert a Quick Note from the text editor box and select the desired Quick Note.

You can use any combination of Quick Notes and manually enter them into a single contact note. For example, you can insert a Quick Note into the middle of a contact note or insert multiple Quick Notes within one contact note. The Quick Note is inserted into the text at the location of the cursor.