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Adding Student Notes

In this section we are going to learn how to add detailed notes to an individual student.

Step 1: Search for a student and bring up their overview page.

If you do not know how to search for a student and bring up their details please refer to the "searching for and view a students results" section found in this manual or if you are viewing this manual online click here.

Once you have brought up a student you will see their overview page with any notes and alerts that have been entered

Once you have brought up a student you will see their overview page with any notes and alerts that have been entered

In this example we have brought up a student who does not yet have any notes or alerts added to them.

Step 2: Adding a student Note

Step 2: Adding a student Note

To add a student note, click on the "Add New Note" Button

You will then be taken to the following screen where you can add a detailed note for a student.

You will then be taken to the following screen where you can add a detailed note for a student.

Step 3: Select the Note Type

Step 3: Select the Note Type

Select the Note type you would like to add from the drop down list.

Step 4: Add A Subject

Step 4: Add A Subject

Type the subject of the note into the subject field

Step 5: Add information into the notes section.

Step 5: Add information into the notes section.

Feel free to use all the text formatting options available. These work exactly the same as though you where using Word.

Step 6: Save the Note

Step 6: Save the Note

Once the note has been saved you will be prompted with a "note saved" dialog message. Click the Ok Button

Once the note has been saved you will be prompted with a "note saved" dialog message. Click the Ok Button

Exit the Note

Exit the Note

To exit the Note and return to the Student Overview page. Click the Back Button.

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