The Note & Communication Logs Add-On allows you to log notes and communications directly on a student or family profile.
Use this feature for any historical touchpoints not tied to a specific class. For standard notes related to lessons, you should use the Complete Lesson form.
NOTE: Note & Communication logs are for internal use only and not visible to students or families.
Enabling the Add-on
Click on "Account" and then click on "Integrations & Add-ons".
Use the "Search" field at the top and enter "Notes & Communications Logs".
Switch the toggle to "On" to enable the add-on.
Once enabled, a "Notes & Communications" section will be visible on family and student profiles.
Usage
Adding an Entry
You can follow the steps below to add an entry to a student or family's profile:
Student
Click on "Students" and then click on "Students".
View the student's profile by clicking on the "First Name" or "Last Name" column.
Click on the "Communication" tab.
Scroll down to the "Notes & Communications" section.
Click the "Add Note" button next to the section heading.
Enter the note in the text box
Choose whether the record is for "Office Only" which will only allow the company admin and staff users to view the record, or for "Office & Teachers" which also allows teachers to view the record.
Submit the form to save your changes.
Family
Click on "Students" and then click on "Families".
View the family's profile by clicking on the "First Name" or "Last Name" column.
Click on the "Communication" tab.
Scroll down to the "Notes & Communications" section.
Click the "Add Note" button next to the section heading.
Enter the note in the text box
Choose whether the record is for "Office Only" which will only allow the company admin and staff users to view the record, or for "Office & Teachers" which also allows teachers to view the record.
Submit the form to save your changes.
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.
Managing Notes & Communications
Editing a Record
To update an existing entry, click the Edit icon next to the specific log, make your changes, and save.
Deleting a Record
To remove an entry permanently, click the Delete icon next to the log and confirm the deletion in the pop-up window.
NOTE: While the Company Administrator and authorized Staff can modify any log, Teachers can only edit or delete records that they created themselves. They do not have permission to alter or delete logs submitted by other staff members.
Viewing Profile Notes
You can view all of the profile notes you have added to your family or student profiles by using one of the methods below:
Student Table
Click on "Students" and then click on "Student List".
Click on the "More" button at the top-right.
Click on "Profile Notes".
You can use the "Search" field on the right hand side to filter notes for a specific student.
Family Table
Click on "Students" and then click on "Families".
Click on the "More" button at the top-right.
Click on "Profile Notes".
You can use the "Search" field on the right hand side to filter notes for a specific student.
Dashboard
Click on "Dashboard".
Click on "Dashboard Settings".
Enable the "Profile Notes" Widget by switching the toggle to "On".
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.