Adding a Note to a Student

Updated 1 year ago by Rachel Chow

There are times when student information doesn't fit into any of the existing fields, or when you want to record a longer note about a conversation with a student or a call to a parent. You can do so by creating a new note:

  1. Navigate to the student's page, scroll down to the Notes & Attachments section, and click on the New Note button.
  2. Complete the Title and Body fields with the information you want to record. 

  3. Although you can enter any text you desire into the Title field, you may want to agree with your coworkers on a naming convention. For example, you could start any note with the date the event occurred (see above), or you could begin all note with the type of interaction ("Call," "Meeting," etc.).
  4. Finally, don't forget to click the Save button at the top or bottom of the page.
  5. If you want to Edit or Delete a note later, you can go back to the student's page and use one of the Actions listed in the "Notes & Attachments" section.

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