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: LOW

Navigation

Workflow

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.

Key Terms and Concepts

FORM FIELDS 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

1. How to Add a Student Note

1. How to ADD 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.
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.

2. How to Edit a Student Note

2. How to EDIT 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

3. How to Print a Student Note

3. How to PRINT 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

4. How to Configure the Note Category

4. How to CONFIGURE the Note Category

Related Pages

Page:

Providers - Notes
Page:

Student Files

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