Lesson Notes
Pulling Notes for an Audit
How To Pull Notes in PDF format for Audits Below you will find a video guiding you through the steps of how to pull session notes for an audit. When exported all notes will neatly compile into a zip drive for you. All notes must be in an Approved ...
Creating Lesson Notes on Welina Web
<br> Welina offers users the ability to create Lesson Notes and add corresponding Skill Acquisition, Behavior Reduction, and ABC data via Welina Web. When creating Lesson Notes on the Web, users may create a ...
Completed 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 ...
Setting a Lesson Note 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 Lesson 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 ...