Student notes

Access notes from the Notes tab in a student's profile. Notes include your entries, other advisors' entries, and auto-generated notes from actions like exceptions or appointments.

Create a note

1. Click the Notes tab.

2. Select a note type (see below).

3. Write your note.

4. Set visibility.

5. Save.

Tag someone: Type @ and search for a name. You can only tag users who have permission to view the student's record.

Add attachments: Click "add attachment" below the text box. You can add up to 5 files per note (max 5MB each). Supported formats: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX.

Note types

Type	Use	Default visibility	Notifications
General Note	General note-taking	All staff with access; optionally include student	Only if someone is tagged
Log a Meeting	Meeting minutes with date/location	All staff with access; optionally include student	Only if someone is tagged
Give Kudos	Congratulatory message	All staff + student (can't change)	Student notified automatically
Share a Concern	Alert others to an issue	Staff only (student can't view)	Assignee notified; can be marked resolved
Add a Referral	Refer student to another person/office	All staff with access	All tagged users notified

Note: If you set a note's visibility to include the student, they're notified automatically. If you add student visibility later by editing, the student won't be notified unless you tag them with @.

Manage notes

• Edit: Click "edit" next to your note to change visibility or content (you can only edit notes you created)

• Delete: Hover over your note and click the X

• Comment: Add comments to continue a conversation; tag users with @ to notify them

• Filter: Filter by note type, author, or auto-generated notes

Concerns

Concerns can be assigned to a user or group and marked as resolved. Only the creator or assignee can resolve a concern.

To find students with concerns, go to Student Search and use the Notes filter to search for "Active Concerns" or "Resolved Concerns."

Templates

Create templates to standardize note-taking:

1. In the Notes tab, click Start with Template.

2. Choose an existing template or create a new one.

3. Templates can include a title, description, body text, default visibility, and tags.

Personal templates are visible only to you. Superadmins can create templates available to all staff.