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Each user has a “Pending Notes” card in Motivity that serves as an inbox for notes that need our attention. These could be notes that are 1) unsigned/in draft form 2) have been rejected and need revisions and/or 3) awaiting approval.
Each of these categories opens up to a list of notes. These sections can be filtered by learner, member (staff), and date range.
Each learner’s timeline is a vertical list of Sessions, Events, Session Notes and Transitions. You can now filter a learners timeline to display any of these items for a specific date range. For example, if you want to see all Session Notes for the month of January, you can use the filter to select a date range and the type.