Overview

Adding notes to a student record can be done by category, notes to a student 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

1 Assumptions
2 Key Terms and Concepts
- 2.1 form fields Edit Note
3 Implications
4 Related Pages

Workflow

1 1. How to ADD a Student Note
2 2. How to edit a Student Note
3 3. How to print a Student Note
4 4. How to configure the Note Category
5 5. How to configure the Comment Field

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

Field Name	Description
Date	The date the note is created.
Subject	The title of the note.
Category	These are configurable in System > Search Code Type > “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 Type > “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. You can write your note with a rich text editor 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

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 choose Student > Notes menus on the side.

4 The notes section contains all notes associated to the student. 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.

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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2. How to edit a Student Note

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 Edit the 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, print or add new. Click the EDIT button on 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.

5 Edit or update all the required information.

6 Click the SAVE NOTE button to apply the changes.

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3. How to print a Student Note

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 Print the 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 PRINT button on 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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