Embedded Files
My Notes allows you to add notes and attachments which are not linked to a specific annual review. You can choose whether these are private to you, or are shared with your reviewer(s).
To add a new note, click on the 'Add note' button, which will open a 'New note' screen.
You must complete the Note title before you can save your note. Giving your note a meaningful title will make it easier to locate in future, particularly if you attach multiple notes.
The Description box allows you to enter relevant text, as required. You can use the Text format option to switch between HTML and plain text, depending on your preference.
The 'Share with' check box(es) allow you to choose whether to share your note, and any attachments, with your Reviewer(s).
You can use the Add Attachments option to select or drag & drop files for upload. Once you have selected the relevant file(s), select Start upload to add them to the system. Before you upload any files, you must ensure that they do not contain any personal or sensitive data, particularly about other individuals, that mustn't be shared.
Once you have completed the note fields and uploaded any attachments, select 'Save' to store your note.
Selecting a note listed under My Notes on your Me page, will open the My Notes page. This allows you to edit or delete existing notes and attachments, or to add new notes. If you have a large number of notes attached, you can use the filter options to reduce the range of notes listed.
Selecting the 'View filter options' checkbox will display the filter options available.
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