Manage Case Note Categories

Case Note Categories act as a template for Case Notes. They are used to:

• Grant or revoke the View Case Notes privilege to selected Administrators and teachers

• Grant or revoke the Create Case Notes privilege to selected Administrators and teachers

• Set subcategories to make additional fields available for a case note created under a category.

View Case Notes

• Click Well-Being > Case Notes

Create Case Note categories

Create categories and assign users to use them.

• Click Manage Categories

• Click Create Category

• Name the category

Grant View Case Notes privileges

• Under Admin View Case Note Access, select:

  • None

  • All

  • Specified users

• Under Teacher View Case Note Access, select:

  • None

  • All

  • Specified users

Grant Create Case Notes privileges

• Under Admin Create Case Note Access, select:

  • None

  • All

  • Specified users

• Under Teacher Create Case Note Access, select:

  • None

  • All

  • Specified users

Set notifications

• Choose when notifications will be sent:

  • Never…

  • When a case note is created

  • When a case note is created with general notes or specific subcategories

  • When a case note has specific subcategories

Save and exit

• Click Create.

Disable a category

• Click > Disable

Delete a category

• Click > Delete

See also