There are two different types of notes that you can create on a student record.
- Public Note - A public note can be viewed by anyone who has access to that type of record.
- Private Note - A private note can only be seen by the person who added it to the record.
In this guide
Click on any of the images below to enlarge.
Creating a Public Note on any Student Record
STEP 1.
Open any advising record
STEP 2.
Click on the Notes section of the case record.
STEP 3.
Click New to start creating a new note.
STEP 4.
The note will open in the bottom right of the screen. Give the note a subject.
STEP 5.
Enter any details in the body of the note.
STEP 6.
Click Done.
Creating a Private Note on any Student Record
STEP 1.
Open any advising record
STEP 2.
Click on the Notes section of the case record.
STEP 3.
Click New to start creating a new note.
STEP 4.
The note will open in the bottom right of the screen. Give the note a subject.
STEP 5.
Enter any details in the body of the note.
STEP 6.
Click Add to Records at the bottom of the note.
STEP 7
Click Prevent note from being viewed by others users with access to this record.
STEP 8
Click Done.
The lock icon on top of the note will show the note is set to private.
Sharing a Private Note
Private notes can be shared with individuals or groups.
STEP 1
Click on Share on the note entry screen.
STEP 2
Click Share With to bring up a search/select box. Add someone.
Private notes can also bee shared with groups.
Select a group.
STEP 3
Add a message to let everyone know why you are sharing the note.
STEP 4
Click Share.
STEP 5
Click Done.
The icon/text on the note will show that the note is private and shared.
Viewing Notes on a Record
Any notes that are private on only be seen in the list by the person who put the note there unless it is shared.
