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Add, edit, delete PSA notes

Overview: As an Admin, you can easily add, edit, or delete recruiting notes in Spry. This allows you to share insight or updates with the coaching staff.

Add PSA Notes

  1. Navigate to Recruiting, then "PSA List". 
  2. Locate the PSA for whom you wish to add a custom field. View the PSA's profile.
  3. In the middle of the PSA profile, you will find the "Documents" section.

    Screenshot 2025-01-09 at 3.11.21 PM.png

  4. Scroll to the bottom of the screen to locate the notes section.

    Screenshot 2025-01-09 at 3.14.39 PM.png

  5. Begin typing your note. 
  6. You can customize your note with the rich text editor. This allows you to: Bold, Italicize, Strikethrough,  add bullets, add numbering, and insert links.
  7. If you are interested in tagging another user in your notes, please review THIS GUIDE.
  8. After typing your note, click the Screenshot 2025-01-09 at 3.21.56 PM.png button. This will publish your note.

    Screenshot 2025-01-09 at 3.38.48 PM.png

Edit or Delete PSA Notes

  1. From the PSA profile, navigate again to the "Documents" section.
  2. Hover over the note you wish to edit or delete.
  3. Select the pencil icon (Screenshot 2025-01-09 at 3.25.08 PM.png) to edit or the delete button (Screenshot 2025-01-09 at 3.25.13 PM.png)to remove the note.
  4. After editing the note, you can click the blue "Save" button to save the edit.

    Screenshot 2025-01-09 at 3.41.00 PM.png

  5. If deleting a note, you will be asked to confirm before deleting.

    Screenshot 2025-01-09 at 3.27.08 PM.png

 

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