You can track information related to your students with Notes:
Document your meetings and interactions with students.
Create public notes, or make them private to record sensitive information.
Copy the note to your clipboard.
Step 1: Go to the Students tab from the left-side menu.
Step 2: Click on the name of the relevant student to open their profile. This will take you to the student's summary page.
Step 3: Navigate to the Notes tab on the student’s summary page.
Step 4: Click on the Add note button at the top right to create a new note.
Step 5: Enter a title for your note and add the relevant details.
If the note contains information that should only be seen by you, tick the Private Note checkbox. Otherwise, the note will be visible to other advisors. When you're finished, press Save.
Step 6: To delete a note, click the trash can icon. Confirm you wish to delete the note by clicking Delete. Once a note has been deleted it cannot be restored.
Step 7: To edit a note, click the edit icon and make the necessary changes.
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If you’re unable to find a solution in our help articles or need further assistance, you can reach out to the BridgeU Support team via Live Chat or email us at hi@bridge-u.com.
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