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This FAQ article is for Administrators and Teachers with the Create Case Notes privilege. |
The Create Case Notes privilege is granted to Administrators and Teachers
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Use by the owner of a Case Notes category.
Those users can follow these instructions to create case notes.
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Contact your principal or vice-principal if you cannot create a case note |
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View Case Notes
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Create a case note
Click + Create Case Note. or +Multiple Case Notes
Add a descriptive title.
Enter the first 3 letters of the students student's name, then select the name from the drop-down list.
Select a category.
Enter your notes and attach a file if required.
Enter the first 3 letters of a related case note title, or category.
Click Create when finished.Tick category options and add your notes
Click Create when finished.
Create a link to an existing Case Note
Users will be able to see the link when viewing this case note
Find the parent case note and click 🔽 > + Create Linked Case Note
Follow the instructions to Create a Case note.
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Linking is not available under +Multiple Case Notes until they have been created. They then can be linked individually. |
See also
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