Adding and managing notes for tracking student progress

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Adding and Managing Notes for Tracking Student Progress

The Notes tab allows Admins to record important academic, behavioral, or communication-related updates for each student.
Notes help maintain a clear history of interactions, student progress, and decisions made — ensuring that all team members have consistent and accurate information.

Admins can:

  • Add new notes

  • Control who can see the note

  • Edit existing notes

  • Delete notes

  • Filter notes for quick searching

1. Accessing the Notes Tab

  1. Navigate to Students → Student Profiles.

  2. Select the student whose notes you want to manage.

  3. Click the Notes tab in the top navigation.

You will see a table showing:

  • Note Title

  • Type (Visibility)

  • Users

  • Added By

  • Created Date

2. Adding a New Note

  1. Click the ➕ Add button on the top-right side of the Notes section.

  2. A Note form will open.

 

Fields in the Add Note Form
FieldDescription
Visible ForSelect who can see the note: Admin, Student, Parent, or Both (Student & Parent).
TitleA short label identifying the note.
NoteDetailed explanation, update, or message you want to record.

After filling in all details, click Save.

3. Editing an Existing Note

If a note needs correction or an update:

  1. Click the three-dot menu (⋮) next to the note.

  2. Click Edit.

  3. Update the fields inside the form.

  4. Click Save to apply changes.

You can modify:

  • Visibility

  • Title

  • Note text

4. Deleting a Note

To remove a note:

  1. Click the three-dot menu (⋮) beside the note.

  2. Select Delete.

  3. Confirm your action in the pop-up.

5. Filtering Notes

To quickly find specific notes:

  1. Click the Filter icon next to the Add button.

  2. Use the filter options:

    • Note Type (Visibility) – Admin, Student, Parent, Both

  3. Click Apply to show filtered results.

  4. Click Reset to clear all filters.

This helps when managing a large number of notes for long-term students.

6. Why Notes Are Important

Adding notes helps:

  • Track academic or behavioral progress

  • Record communication history with students or parents

  • Provide context for future instructors or counselors

  • Maintain transparency across the counseling and academic teams

Notes create a reliable, centralized record that supports improved decision-making and student success.

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