Individuals: How to manage evidence or add notes to a Quality Assurance record

In this guide we will cover how to:

• Add evidence
• Add notes
• Edit or delete a record created by you

How to add evidence to a quality assurance record:

1. Click into quality assurance 

2. Find the record under the 'records of you' tab
3. Click on the 'Manage Evidence' button
4. Choose whether you wish to add a document or a link and click on the relevant tab
5. Upload the document or add the link
6. Add a label which will name the evidence you have provided
7. Click 'Save'.
8. The evidence will bow be visible to the right hand side of the screen within the record.

How to add notes

Notes are a useful way to capture dialogue relevant to a record. Once the record has been submitted you can add a note. 

1. Click into quality assurance

2. Find the record under the 'records of you' tab

3. Scroll to the bottom of the page and type directly into the Notes field

4. Click 'Save'

5. Your line manager will be notified and will be able to respond

How to edit or delete a record created by you

To edit or delete a record by you, it must not have been submitted. You can check under the Submitted column. If the status is 'No' you may edit it. You cannot delete a record created by someone else.

1. Click into quality assurance

2. Find the record under the 'records by you' tab

3. Select Edit from the Actions panel on the right

4. Make any changes required and either Save or Share as Draft and Save, or when the record is final Submit and Save

5. You can also download the observation as a PDF