In the IDI Platform, the Note feature allows you to add a label to your Assessments and Access Codes for easier recognition, searching, and sorting of assessments. This feature can also help you more easily find assessments you wish to add to a Report Group.
When assigning emails to purchased Access Codes, you can add a note:
You can also add a note to individual assessments from the Assessment List by clicking Actions at the end of the row:
You can add a note to multiple assessments at once by selecting one or more assessments from the Assessment List and choosing Show Bulk Actions:
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