To create monitoring teams:

  • From the persona menu, select onBoard
  • Select Official Notes under Settings
  • Click Add Team
  • Establish the following options:
    • Sort Order: Enter a numerical value to determine the order in which the monitoring teams will be listed
    • Team Name: Enter a descriptive name for the monitoring team (e.g. Athletics Team)
    • Email Access: Select "Yes" if the team should receive an email notification when a new official note is written
    • Members: Search for the appropriate users and click on their name to add them to the team
    • Note Type Access: Select the notes types to which the team should have access
  • Click Save & Close