Performance Review - Evidence Collection - Manage Notebooks

The Manage Notebooks pop-up enables reviewers to create notebooks and view and delete their existing notebooks. Notebooks are not shared between reviewers, so a reviewer can only view their own notebooks.

To access the Manage Notebooks pop-up, click the Manage Notebooks button on the Evidence Notebook page.

Create Notebook

To create a new evidence notebook, click the Create Notebook button. This opens the Evidence Notebook page. If the reviewer already has a different notebook open, then the previous notebook is automatically saved before the Evidence Notebook page is opened.

See Performance Review - Evidence Collection - Add/Edit Evidence Notebook.

Notebook Table

Notebooks are not shared between reviewers, so a reviewer can only view their own notebooks.

The following information is displayed in the Notebook table for each of the reviewer's existing evidence notebooks:

  • Notebook Name - This displays the title of each of the reviewer's existing evidence notebooks.
  • Last Saved - This displays the date and time at which the corresponding notebook was last saved either manually or automatically.

Open Notebook

To view a notebook, click the notebook name in the Notebook table. This opens the Evidence Notebook page for the notebook. If the reviewer already has a different notebook open, then the previous notebook is automatically saved before the new notebook is opened.

See Performance Review - Evidence Collection - Add/Edit Evidence Notebook.

Remove Notebook

To delete an existing notebook, click the Remove icon to the left of the appropriate notebook name. A confirmation pop-up opens to confirm the removal.

Close

To close the pop-up, either click the X icon in the upper-right corner of the pop-up or click the Close button in the lower-right corner of the pop-up.