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Adding notes to an employee's health monitoring file

How to add notes to an employee's health monitoring file in Carelever Monitor.

Updated over 2 years ago

It's very simple for you to add notes to an employee's health monitoring file in Carelever Monitor. These notes can be seen by people that have access to the file.

Step 1: On your Dashboard, click or search for the Employee that you wish to view.

Add a Note via the Quick Action Toolbar

Step 2: Click on the Pencil Icon 'Add Note' on the Quick Action Tool Bar. It will turn blue when you hover over it.

OR Add a Note via the Histories Tab

Step 2: Click on the Pencil Icon 'Add Note' on the Quick Action Tool Bar. It will turn blue when you hover over it.

Step 3: The Add Notes pop-up will appear.

Step 4: Enter a Subject for your Note. We recommend you ensure this is clear and easy to understand in case you need to search for it later.

Step 5: You can type your note or copy and paste the information in the Content box.

Step 6: Finally, click on the blue ‘Save ’ button to confirm. Your new note will then appear in the History.

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