Overview

Adding notes to a student record can be done by category, in general or could be under a specific course or unit enrolment. This knowledge article will provide a workflow on how to add, edit, print the student notes, and configure the notes category in Paradigm.

Complexity:

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Navigation

Table of Contents

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Workflow

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title	Assumptions

Assumptions

You have the minimum required level to access the Student > Notes menu; and
You have the FULLADMIN access to the System menu for adding and editing the Notes Category in Paradigm.

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title	Key Terms and Concepts

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	KeyTermsAndConcepts

Key Terms and Concepts

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Edit Note

Field Name	Description
Date	The Date the note is created.
Subject	The title of the Note
Category	These are configurable in System > Search code item > Note_Category
Course Enrolment Id	The Course ID of the Course in which the student is Enrolled
Unit Enrolment	The Unit of Study that the note relates to. The Current Enrolment status code is included in the text
Comment	These are configurable in System > Search code item > Note_Comment These are linked to the Category This will allow for notes to be sorted within category
Note	This is the main body of the note. It is written within a HTML writer to allow for large range of formatting and options

Implications

NOTE

The notes and files screens offer overlapping functionality. For this reason it is recommended that each institution develop an internal policy on how student information will be recorded to ensure that consistent data entry practices are maintained over time.

Workflow

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title	1. How to Add a Student Note

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title 1.
How to
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a Student Note

NOTE: If a student is currently loaded in the system, proceed to the

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instructions, else start with

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.

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Load the student’s record.

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Go to Student > Search > Enter either the student number or name. > Click Search.

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Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.

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Add a note.

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After loading the student’s record, you can either go to the Number of Notes: field under the STUDENT DETAILS Form section and click the blue number of notes on it, or you can go to Student > Notes menus on the side.

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The notes section contains all notes associated to the student, here, you can edit the current notes or add new. Click the ADD NOTE button to add a new note for this student.

NOTE: Any notes added for this student on this section is used for internal purposes only.

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After clicking the ADD NOTE button, this will lead you to the EDIT NOTE Form section where you can specify your note based on the Subject, Course Enrolment Id, Unit Enrolment, Category, and pre-filled Comments.

NOTE: The Category field can be configured by referring to the how-to guide below “

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How to

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the Note Category.”

Info

INFO: The Comment field will provide you with a list of some of the commonly used comments in the system and can also be configured. Refer to the how-to guide below “

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How to

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the Comment field” below for the instructions.

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Enter the necessary details/category, and then type your notes for this student in the Note: section. Click the SAVE NOTE button to save your newly added notes for this student.

Info
INFO: You can check if you have successfully added the notes by going to Student > Summary on the side menus. Check the Number of Notes: field if it has incremented.

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title	2. How to Edit a Student Note

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title 2.
How to
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a Student Note

Click on the Student tab in the side menu
Click on the Search option in the side menu
Enter at least one of the following options in to the relevant search box:
- Student No,
- Preferred Name,
- Given Name,
- Family Name / Surname,
- Previous Last Name
Click on the Search Student button.
This will show a list of students that meet these criteria
To filter the list of students, in the search box above the list of students, start typing the student's first or given name.
When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.
The student's record has now been loaded into the Student Summary page.
Click on the Notes option in the side menu
Click on the Edit icon next to the note to be edited
Scroll down to the Edit Note section
Update the required information
Click on the Save Note button

NOTE: If a student is currently loaded in the system, proceed to the

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title	STEP 2

instructions, else start with

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title	STEP 1

.

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Load the student’s record.

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Go to Student > Search > Enter either the student number or name. > Click Search.

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Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.

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Edit the note.

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After loading the student’s record, you can either go to the Number of Notes: field under the STUDENT DETAILS Form section and click the blue number of notes on it, or you can go to Student > Notes menus on the side.

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The notes section contains all notes associated to the student, here, you can edit the current notes or add new. Click the 📝EDIT buttonon the right side of the note that you want to edit. This will open the EDIT NOTE Form page with all the current note details.

NOTE: Any notes added for this student on this section is used for internal purposes only.

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Edit or update all the required information.
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Click the SAVE NOTE button to apply the changes.
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title	3. How to Print a Student Note

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How to
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a Student Note

Click on the Student tab in the side menu

Click on the Search option in the side menu

Enter at least one of the following options in to the relevant search box:

Student No,
Preferred Name,
Given Name,
Family Name / Surname,
Previous Last Name

Click on the Search Student button.

This will show a list of students that meet these criteria

To filter the list of students, in the search box above the list of students, start typing the student's first or given name.

When you see the record for the student you are looking for, click on the student number for that student, highlighted in blue in the left column of that row.

The student's record has now been loaded into the Student Summary page.

Click on the Notes option in the side menu

Click on the Print icon next to the note to be printed

The Note is now ready to print

NOTE: If a student is currently loaded in the system, proceed to the

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title	STEP 2

instructions, else start with

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title	STEP 1

.

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title	STEP 1

Load the student’s record.

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title	1

Go to Student > Search > Enter either the student number or name. > Click Search.

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Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.

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title	STEP 2

Print the note.

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After loading the student’s record, you can either go to the Number of Notes: field under the STUDENT DETAILS Form section and click the blue number of notes on it, or you can go to Student > Notes menus on the side.

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The notes section contains all notes associated to the student, here, you can edit the current notes or add new. Click the 🖨 PRINT buttonon the right side of the note that you want to print. This will provide a pdf file of the note ready to print.

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title	4. How to Configure the Note Category

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title 4.
How to
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the Note Category

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title	5. How to Configure the Comment Field

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title 5.
How to
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the Comment Field

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_Overview_|_Assumptions_|_{Key Terms and Concepts}_|_Implications_|_Workflow_{| Video |}_{Related Pages}_{| Further Reading}

Paradigm Knowledge Base Home

Versions Compared

Old Version 20

New Version 21

Key

Overview

Assumptions

Key Terms and Concepts

Status
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title form fields
Edit Note

Implications

Workflow

Status
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title 1.
How to
Status
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title ADD
a Student Note

Status
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title 2.
How to
Status
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title edit
a Student Note

Status
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title 3.
How to
Status
title print
a Student Note

Status
colour Yellow
title 4.
How to
Status
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title configure
the Note Category

Status
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title 5.
How to
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title configure
the Comment Field

Related Pages

Page Comparison

Versions Compared

Old Version 20

New Version 21

Key

Overview

Assumptions

Key Terms and Concepts

StatuscolourPurpletitleform fields Edit Note

Implications

Workflow

StatuscolourYellowtitle1. How to StatuscolourGreentitleADD a Student Note

StatuscolourYellowtitle2. How to StatuscolourRedtitleedit a Student Note

StatuscolourYellowtitle3. How to Statustitleprint a Student Note

StatuscolourYellowtitle4. How to StatuscolourBluetitleconfigure the Note Category

StatuscolourYellowtitle5. How to StatuscolourBluetitleconfigure the Comment Field

Related Pages

Status
colour Purple
title form fields
Edit Note

Status
colour Yellow
title 1.
How to
Status
colour Green
title ADD
a Student Note

Status
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title 2.
How to
Status
colour Red
title edit
a Student Note

Status
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title 3.
How to
Status
title print
a Student Note

Status
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title 4.
How to
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title configure
the Note Category

Status
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title 5.
How to
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title configure
the Comment Field