Learn how to create non-advising notes on a student record. Notes can be anything that you want.
In this article
Creating Notes
STEP 1
In the Student Success Hub app, select Contacts from the app navigation menu.
STEP 2
From the list view menu, select Recently Viewed or My List. Click on the name of the student that you are selecting.
STEP 3
From the student record, click Cases.
STEP 4
Click on the Case Number.
STEP 5
Select the Notes tab from the case record. You may need to access the list view menu.
STEP 6
Click Notes.
STEP 7
Click New.
STEP 8
Enter the Subject/Title for your note.
STEP 9
Click into the text box and Enter a note....
STEP 10
Click Done.
STEP 11
To make a note private, click Add to Records.
STEP 12
Click the Prevent note from being viewed by other users with access to this record field.
STEP 13
Click Records with this note.
STEP 14
Click Done.
STEP 15
Click Done on the Note record. The lock indicator will change to Private.
