Student notes

Use student notes to add additional data to a profile and keep track of achievements and store important documents.

Nathan avatar
Written by Nathan
Updated over a week ago

By the end of this article you will know how to:

-Add, edit, and delete student notes.

-Save files with a note.

-Mark a note as an achievement.


How to add a note

Go into the student profile that you would like to record a note against. The Notes section is on the right-hand side.

Select +New note.

A new empty note box will appear where you can type the note.

When finished, select Save.

The new note will appear in the student profile.

How to edit a note

To edit a note, select the pencil symbol to the right of the note.


How to delete a note

To delete a note, select the rubbish bin symbol to the right of the note.

Here is an animated GIF that shows the process of adding, editing and deleting a note.


How to save a file with a note

To save a file with a note, select the Add files button below the note box.

This will open a blue box where you can either drag and drop a file or click on the box to select a file saved on your computer or mobile device.

Once you have selected a file, it will show under the blue upload box.

To open an attached file, simply select the name of the file.

You can then either add more files or select the rubbish bin symbol to the right of the file name to remove it. When finished, select the green Save button.

Here is an animated GIF that shows the process of attaching a file to a note.



How to mark a note as an achievement

You can mark a note as an achievement to record events such as a new grade, badge, or award. While this currently doesn’t do more than add a trophy icon to the note, we are working on developing this feature so that you will be able to see a timeline with milestones to visually map the student journey. You will also be able to report on student achievements.

To mark a note as an achievement, select the Mark as new achievement checkbox under the note box.

When finished, select Save.

Here is an animated GIF that shows the process of marking a note as an achievement.

We hope you find the notes feature useful. Please contact us if you need any help or have any questions about it.

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