Manage Notes

Use the Notes Notes control in KPI View to view, create, edit, and delete notes related to a selected KPI and employee or organization. The Notes icon displays the number (1+) of existing notes. The Notes page displays the name of the person who created the note, priority of the note, a description written by the creator of the note, and the date the note was received.

Managers access the KPI View workspace from Explore Performance. Employees access the KPI View workspace from My Performance. Employees cannot edit or delete notes that they did not create.

Column	Description
From	Name of the person who created the note.
Note Priority	Priority and visibility of the note (Broadcast, High, Medium, Low). When set to High, Medium or Low, the note is only visible when viewing the KPI data for the employee or organization the note was created for. When set to Broadcast, the note is visible to anyone viewing the KPI data for any other employee or organization regardless of who the note was created for.
Note Description	A description written by the creator of the note.
Received	The date the note was received.