The Action Center is where you can add, edit, and view notes. To access the Action Center, click Action Center on the navigation menu at the top.
Under the Notes tab, use the powerful Search feature to look for notes you have added or been copied on. From here, you can also add, edit, and delete notes.
To Search for a Note
1. Click Action Center on the navigation bar at the top.
2. Click the Notes tab. You may search for notes according to student, category, note title, the staff member who added the note, and the date the note was added.
To Add a Note
1. Click Action Center on the navigation bar at the top.
2. Click the Notes tab.
3. Click the Add Note button.
4. On the Add a Note window, select the student to which the note is to be added, select a note category, and enter the note. Optionally, you may enter a title for the note and add a recipient for the note (the system will send an email to the recipient once the note is created).
5. Click Save.
NOTE: Required fields are marked with an asterisk (*).
To Edit a Note
1. Click Action Center on the navigation bar at the top.
2. Click the Notes tab.
3. Look for the note to be edited (for more details, see To Search for a Note).
4. Once you find the task, check the box to the left, then click the Edit button.
5. On the Edit Note window, edit the note, then click Update.
To Delete a Note
1. Click Action Center on the navigation bar at the top.
2. Click the Notes tab.
3. Look for the note to be deleted (for more details, see To Search for a Note).
4. Once you find the task, check the box to the left, then click the Delete button.
5. Click OK to confirm the deletion.