School personnel can add notes to a student record at any time. For example, if a student is performing poorly in class, you may want to add a note to this effect. You can then add another note once you have discussed the problem behavior with the student.
Notes attached to a student record can be edited and deleted at any time as well. However, since notes record actions related to a student, we recommend that they be deleted ONLY if the note is not important to determining scholastic record and/or class behavior, or if a mistake is made when entering the note.
To Add a Note to a Student Record
1. Search for the student to which the note will be added (for more details, see Searching for Records).
2. On the student's home page, the Notes tab is selected by default. Click Add Note on the right.
3. On the Notes window, on the Category box, select an appropriate category for the note.
4. On the Note box, enter the details for the note. Be as descriptive as possible.
NOTE: Required fields are marked with an asterisk (*).
5. Optionally, on the Title box, enter a title for the note.
6. To notify other users (for example, the Principal) about the note, on the Notify box, select a recipient for the note.
NOTE: Recipients get notified about the note on their Notifications board. For more details, see Viewing and Deleting Notifications.
7. Click Save to add the new note to the Notes list.
To Search for a Note on a Student Record
1. On the student's home page, click the Report/Filter button.
2. On the Report/Filter window, enter a search term on the box to the left of the Categories list.
3. On the Categories list, All Categories is selected by default. To narrow down your search results, select a category from the list.
4. Click the Filter button. The notes on the list are then filtered based on your search criteria.
To perform another search, click the Reset Filter button.
To Edit a Note on a Student Record
1. Search for the student with the note to be edited (for more details, see Searching for Records).
2. Search for the note using the Report/Filter button (for more details, see To Search for a Note on a Student Record).
3. When you find the note, click the Edit icon, which is to the left of the rightmost Delete icon.
4. On the Edit Note page, edit the note, then click Update.
To Delete a Note on a Student Record
1. Search for the student with the note to be deleted (for more details, see Searching for Records).
2. Search for the note using the Report/Filter button (for more details, see To Search for a Note on a Student Record).
3. When you find the note, click the rightmost Delete icon.
4. Click OK to delete the note.