Student Notes are private transcripts that you create and save for future reference. Each note can store approximately 2-3 document pages worth of content. Fully qualified URL’s (example: http://www.collegeplannerpro.com) will automatically be transformed into clickable links inside of a note. You may copy and paste content in from other applications like Microsoft Word or Apple’s Pages.
Notes are not viewable by your Students (or Parents) and are strictly kept private. Within each Student account, you have the ability to post notes. Information may be stored in these notes that you'd like to keep in each student's profile. For example, session notes after each interaction you have with a Student may be saved.
Notes can be printed. As previously stated, Notes are private however you have the ability to email the note (or part of the note) to students and parents. For more information, check out the article, "How do I email a Note?"
You may also search through your notes.
How to add a student note
- Navigate to the Student's Profile
- Click on the “Add New Note” from the toolbar
- Choose the appropriate “in reference to” icon (Phone Call, Meeting, Email, Session)
- Add your note content
- Choose the status of the note (See "How to set a note to Open" below)
- "Save Note"
How to set a note to “Open”
“Open” notes are designed to indicate there's a follow-up expected for a specific note. Perhaps a phone call is needed or another meeting needs to take place. By leaving a note “open”, the note will appear on your calendar and alerts may be set up so as to let you know that further action is required. All “open” notes will also appear on the Students Main page.
- Create the Note as listed above
- Ensure the "Note status" is toggled to "Open"
- From the drop-down list select what the follow up is in reference to
- You may set up a follow up date with alerts
- "Save Note"
Search for Notes
You may search for keywords in your student notes. For more information on searching through your notes, check out the article, "How do I search for clients, colleges and notes?"
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