Creating a Journal Entry

Modified on Thu, 24 Apr at 4:59 PM

 

1. Access the Journal Entry Dashboard by navigating to Performance -> Dashboard -> Talent Summary.



2. Select Create Journal.



3. Open the Journal Template dropdown menu to select the desired template.

4. Toggle Make Journal Private (if desired). If toggled to On, only the author can view private entries.

5. Select Me or Someone Else for Who is the journal about.

6. Select the Someone Else to open About Person(s) button.

7. Select the button to open Add About Person drawer. Select desired person.



8. Toggle Share this Journal with About Person(s) On or Off. If toggled on, the journal will be shared with whom the journal is about. 

9. Select Contributors from the Add Contributors button (if desired). This field only appears if users toggle Make Journal Private off. Select the Add Contributors button to open the Add Contributor drawer. 

10. Enter a Title for the Journal Entry.

11. Enter information in the Note field.

12. Select Add Video to add a video recording (if applicable).

13. Add Attachments (if applicable).

14. Select Save or Save as Draft. Saved drafts appear in the separate Draft Journals folder. 

 

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