Notes & Activity

Summary

The Notes & Activity page on a Students Profile allows an administrator to add custom notes, upload documents, and review system notes made as part of the system automation. These notes are only visible to staff users with permission. 

Menu Location

Features

1. Add Notes by a Staff Member
2. Upload Documents to a Student's Profile.
3. Add Tags to Notes (during creation)
4. Review & Filter Notes

Video - Uploading Notes

• Uploading a Note
• Adding a Document to a note
• Adding a Tag to a note
• Filtering the notes by Tag.