1. How to ADD a Student Note
NOTE: If a student is currently loaded in the system, proceed to the STEP 2 instructions, else start with STEP 1.
STEP 1 Load the student’s record.
1 Go to Student > Search > Enter either the student number or name. > Click Search.
2 Once you’ve found the student, click the blue hyperlink Student Number under the Student No column to load the Student Summary page.
STEP 2 Add a note.
3 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.
4 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.
5 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 “4. How to CONFIGURE the Note Category.”
6 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.
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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.
There are 2 ways to navigate to the notes section. Side Menu > Student > Notes. Alternatively from the Summary Page press on the Blue number next to the Number of Notes.
Select the date picker to enter the date.
Enter the Name of the note
Select the Category of the note
Enter the Course that the Note relates to.
Select the Comment that the note relates to.
Enter the main text of the note
Click the Save Note button.