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
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=07c896a9-3b6b-4f67-9e70-da4b9cf82545.png&beidInt=293)
STEP 2.
Click on the Notes section of the case record.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=a5f18611-e3e0-4750-8a67-831a599bcbea.png&beidInt=293)
STEP 3.
Click New to start creating a new note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=ffa66296-f556-48ef-97b8-0f0957925c49.png&beidInt=293)
STEP 4.
The note will open in the bottom right of the screen. Give the note a subject.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=de59f087-a398-4c3e-bb26-add27cc90d9a.png&beidInt=293)
STEP 5.
Enter any details in the body of the note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=e06cdc3d-cc5a-4c66-ae6d-5b3ab4441dc1.png&beidInt=293)
STEP 6.
Click Done.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=47efcdad-adb4-4576-ab02-c898e5dec7da.png&beidInt=293)
Creating a Private Note on any Student Record
STEP 1.
Open any advising record
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=f062dbbd-b0d4-4bca-91fb-70dfaf4fc0b6.png&beidInt=293)
STEP 2.
Click on the Notes section of the case record.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=555512b8-a23f-4313-927b-ab708bab810d.png&beidInt=293)
STEP 3.
Click New to start creating a new note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=2142b796-68ee-4a19-a472-977e9b204c19.png&beidInt=293)
STEP 4.
The note will open in the bottom right of the screen. Give the note a subject.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=d8d0457b-3ba5-4797-8670-651cfe74e128.png&beidInt=293)
STEP 5.
Enter any details in the body of the note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=d90d82ec-e296-4348-a8bd-8d0da768cfe2.png&beidInt=293)
STEP 6.
Click Add to Records at the bottom of the note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=c9d11c06-c85f-4d20-b0e4-c170de667100.png&beidInt=293)
STEP 7
Click Prevent note from being viewed by others users with access to this record.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=cb47ca58-cbda-4af9-9bc8-09956b33242d.png&beidInt=293)
STEP 8
Click Done.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=516af97b-0d09-4259-b476-07bb99ad1521.png&beidInt=293)
The lock icon on top of the note will show the note is set to private.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=4027740c-ce16-46d2-b2f7-3eb60a7fea57.png&beidInt=293)
Sharing a Private Note
Private notes can be shared with individuals or groups.
STEP 1
Click on Share on the note entry screen.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=66029b7d-310d-4dcf-8264-92dc67d23d1b.png&beidInt=293)
STEP 2
Click Share With to bring up a search/select box. Add someone.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=5f39a138-7072-463b-a89f-6966475fd9d8.png&beidInt=293)
Private notes can also bee shared with groups.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=8e50a966-b42b-40bc-9616-61733383f71c.png&beidInt=293)
Select a group.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=21519884-dcd0-4e90-9578-48329fd15eaf.png&beidInt=293)
STEP 3
Add a message to let everyone know why you are sharing the note.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=8d8f2edb-f19f-45fc-a6f7-7b1a5308d9ac.png&beidInt=293)
STEP 4
Click Share.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=33419d74-d8cf-4f3e-94d3-9b3c566a32eb.png&beidInt=293)
STEP 5
Click Done.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=e81c9d34-a246-42ef-9741-b9bb4efced7d.png&beidInt=293)
The icon/text on the note will show that the note is private and shared.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=d2819a87-4a62-4bc3-ba5e-db4a18a9134e.png&beidInt=293)
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.
![](https://northcentral.teamdynamix.com/TDPortal/Images/Viewer?fileName=6068d7a3-9fd1-491e-b271-70bf4ae88a34.png&beidInt=293)