People Notes and Detailed People Notes

Two notes fields may be available for Editors (with related permissions) on the Search People – Update Information page and the People Information pop-up window (displayed by clicking the person's name where the name appears as a link). The fields enable Editors to record additional information on a person's record. The two fields function differently.

People Notes

This field can be used to record any information the publication would like to capture. All information is saved in a single note. Editors may have view-only permission or edit permission.

To edit the People Note field:

  1. Access the People Note field (on Search People – Update Information page or People Information popup).
  2. Click your cursor in to the text field.
  3. Type or edit text as needed.
  4. Click the Save and Close button.

The People Notes field is available as a search criterion in Search People, Search for Reviewers, and Search for Authors (for Editors with related permissions).  It cannot be used for a "wild card" search; a value must be entered for the search to execute properly.

Detailed People Notes

This feature allows multiple notes to be added to a person's record. Detailed People Notes are time-stamped along with the name of the user who made the note and publication on which the note was entered.

To add a Detailed People Note:

  1. Go to the Detailed People Notes section (on Search People – Update Information page or People Information popup). 
  2. Click your cursor in to the Add New Note text field.
  3. Enter text.
  4. Click the Submit Note button.

Detailed People Notes cannot be edited, but they can be removed. Editors with appropriate permissions can remove notes created by others.

To remove a Detailed People Note:

  1. Go to the Detailed People Notes section (on Search People – Update Information page or People Information popup).
  2. Click the Delete icon next to the note to be removed.
  3. Click OK in the confirmation popup.

Detailed People Notes are available as a search criterion on Search People, Search for Reviewers, and Search for Authors (for Editors with related permissions). A value must be entered for the search to execute properly.

 

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