Add a note to a College profile
The following steps detail how to add a note to the college's profile. These notes are for all of your students. To add a college note for one student in particular, check out the article: How do I add a College Profile note for a specific Student?
- Navigate to the college profile where you'd like to add a note.
- Click "
Notes" along the menu bar
- Then, click the green "Add new note" button located in the College Notes section
- Either type in the note content or copy and paste from another document source.
- Select if you would like the note viewable by students. The default is set to viewable, therefore toggle to "NO" to make the note not viewable by students.
- When finished, click "Save Note"
Adding College Profile notes in multi-consultant accounts
One benefit of having multiple consultant users is that you can share data and resources across the organization, including via College Profile Notes.
You may save College Profile notes as:
(1) Private notes (only viewable by the consultant who entered them),
(2) Viewable by my consultant teammates only,
(3) Viewable by my assigned students only (includes "primary" and "secondary" students),
(4) Viewable by my assigned students and my consultant teammates,
(5) Viewable by all students organization-wide and my consultant teammates.
For transparency across your organization, College Profile Notes may not be made viewable by all students without also being made viewable by consultant teammates.
When a new note is created, you will see toggle for the different visibility options.
Note:
- Pictures and images may be added to notes (For more information check out the article, "How do I add an image to a Note?")
- Notes may be imported into student College Reports (For more information check out the article, "How do I add Notes to the College Report?")
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