1. Login to your RiseKit account at Staff Portal.
2. Move your mouse toward the left-hand menu.
3. Navigate to your desired candidate profile under Home > My Clients > Profile.
4. You can also find your desired candidate under Candidates > [Candidate Name].
Creating a New Note
1. Once inside the desired candidates profile, click Case Notes > +New Note, and choose which type of note you'd like to create:
Case Note: Save general notes on the candidate, the resources their currently engaged with, or recent conversations you've had with them.
Placement Note: Easily record and track the candidate's placement into a job or job training program.
Intake Note: Write important notes from the candidates intake process including details on barriers, important things to remember as they progress into your program, or any next steps you want to keep in mind.
2. Record your note under your desired category and click Submit to save.
Editing an Existing Note
1. Find the note you'd like to edit under All Notes or under the correct category.
2. Find and click on the "pencil" icon to bring up your original note.
3. Make your desired edits to the original note and click Submit to save. You may also delete the not entirely by clicking Delete Note.
Accessing Case Notes in Chat
RiseKit also allows you to conveniently manage your case notes from within our Chat feature.
1. In the left-hand menu, click Chat, find your desired candidate/conversation, and click Notes.
