Lesson Notes
Viewing, Editing, and Approving Lesson Notes on Welina Web
Lesson Notes: Page Navigation To view all submitted lesson notes and lesson note drafts, use the left-hand menu to navigate to Reporting & Analytics > Lesson Notes. If it appears some notes are missing, check the “Client” bar at the top of the page ...
Custom Fields
What are Custom Fields Custom field allow you to create and collect exactly the information you want, giving you more control and customization of your site. In Welina they can be used to collect and track information for retention purposes, but they ...
Approval Mechanism
What is an Approval Mechanism? An approval mechanism allows you to set up high-level approvals for your Lesson Notes. Think of it as a second set of eyes checking a note before it is considered "done". What this means is once a Lesson Note has been ...
Building a Note Template
<br> Building a Note Template in Welina takes a few steps and involves a combination of pre-existing Dynamic fields and building out Custom Fields. How to Create a New Template Use the navigation menu and select ...