Note & Communication Logs Add-on

If you need to record notes or communications related to a family or student that are not related to a specific lesson, you can record these on the family or student's profile.  For notes related to lessons use the "Complete" form to save notes.

Note & Communication logs are for internal use. They can be added by admins and staff with permission to edit student profiles.  Teachers can view records and add notes to student profiles.  These records are not visible to students or families.

Enabling Note & Communication Logs

Because this is an add-on you'll need to enable this feature first in order to be able to use it by following the steps below:

1. Click on Account & Settings and then click on "Integrations & Add-ons"
2. Find the "Notes & Communications Logs" Add-on
3. Click on "Enable"

Once enabled a "Notes & Communications" section will be visible on family and student profiles.

Adding a Record

To add an entry follow these steps:

1. Go to the Family or Student's profile
2. Scroll down to the "Notes & Communications" section on their profile
3. Click the "Add Record" option next to the section heading.  This is visible to admin and staff with the ability to manage students.  It's also visible on student profiles for the student's teacher. This will open a window.
4. Enter the note in the text box
5. Choose whether the record is for "Office Only" which will only allow admins and staff to view the record, or for "Office & Teachers" which also allows teachers to view the record.
6. Submit the form.

The record will now be added to the Note & Communications section on the profile.  Users with the ability to manage notes will be able to edit or delete notes using the links in the note row.

Editing a Record

A record can be edited by clicking the Edit icon next to the record and making your changes.  Teachers can only edit records that they've added.

Deleting a Record

To delete a record, click the Delete icon next to the record and then confirm the deletion in the pop-up. Teachers can only delete records that they've added.

Viewing Profile Notes

You can view all of the profile notes you have added to your family or student profiles by following the steps below:

Student Table

1. Click on Students and then click on Student List
2. In the sidebar on the right side, click on "Profile Notes"
3. You can use the search bar on the right hand side to filter notes for a specific student

Family Table

1. Click on Students and then click on Families
2. In the sidebar on the right side, click on "Profile Notes"
3. You can use the search bar on the right hand side to filter notes for a specific family

Dashboard

1. Click on Account & Settings
2. Click on Dashboard Settings
3. Enable the "Profile Notes" Widget

NOTE: When a profile note is marked as "Read" in the Dashboard widget, it will clear the note from the widget for your account only.  Other users with access to the Profile Notes dashboard widget will still see the profile note until they mark it as "Read" themselves.