EHR - Conf Notes Tab

This tab is used to add, view, edit, or delete confidential notes for employees.  Confidential notes have a separate user security point to standard notes.

New notes are entered using the 'Add Note' button in the top right corner of the screen.

The 'View', 'Edit' and 'Delete' links allow you to action existing notes.

Employee notes can also be categorised by the school.

Notes Categories are maintained in TASS.web program Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup on the ‘Note Categories’ tab.

The notes facility has TASS.doc functionality.  TASS.doc is a feature that allows you to attach documents to a note, which can be viewed by all authorised users of the 'Employee Confidential Notes' tab.

Attachments can be added to the note by clicking the 'Browse' button and selecting the required file to attach from within the school's network.

The 'Paperclip' icon signifies an attachment against a note.

An example of using the notes attachment feature could be to attach a scanned copy of an employee's birth certificate or driver's license. Scan the document, save it as a PDF on your network and then use the 'Browse' button to locate it and upload it into TASS.doc.

You can use the 'Print' button at the top of the screen to produce a PDF, Excel or Word file with a range of confidential notes for the employee record that you are currently accessing.