Student Notes

Create public, private, and group notes for a student. These notes are not module specific and can be viewed by users possessing the appropriate access rights. Access can be restricted by the users' Access Campus (thus they will only be able to view notes on students for whom they have access to), and the manner in which the note was created:

Public - All with access to the student's record can view these notes.
Private - Only the creator of the note can view it.
Group - Those specified as part of the group can view these notes. (The creator of the note is not automatically added to this group, so be sure to add yourself as the user if you wish to later have access rights to this note).

Note: The notepad automatically records every instance in which a student’s official transcript is printed. Once a transcript is sent to the printer, the "Who" and "When" from the User Account is logged onto the notepad, providing your institution with a permanent record of transcript history. If a "Transfer Purpose" was selected when printing the Transcript, the read-only Purpose field will display in the note with the selected Transcript Purpose; in addition the Transcript Purpose will display in the body of the note.

To add a note:

Open the Student Notes form by clicking Admissions >Students >Student Notes.
Right-click in the Student Notes data grid to access the Notes Entry form.
Type in a subject for the note. Keep in mind that the subject is visible in the notes list and thus you may wish to be discrete.
Select the note's access type: Public, Private, or Group.
Enter details of note and click Add to save entry or Cancel to exit without saving.

To Define a Group:

Upon selecting Group for the note access type, the Group Selection form opens.
Narrow the user list by entering values in the criteria fields and clicking Find. Leave the fields blank to display a list of all users.
Add users to the group by placing a checkmark in the box next to each appropriate name and clicking the Add icon . Add the entire list by clicking the Add All icon .
Remove users from the group by clicking the remove icon . Remove all from the group by clicking the Remove All icon .
When satisfied with your group, click OK to save entry or Cancel to return to the Note Entry form without saving group information.