Create a Case Note
This article is for Administrators and Teachers with the Create Case Notes privilege.
The Create Case Notes privilege is granted to Administrators and Teachers by the owner of a Case Notes category.
Those users can follow these instructions to create case notes.
Contact your principal or vice-principal if you cannot create a case note
View Case Notes
Click Well-Being > Case Notes
Create a case note
Click + Create Case Note or +Multiple Case Notes
Add a descriptive title
Enter the first 3 letters of the student's name, then select the name from the drop-down list
Select a category
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.
Linking is not available under +Multiple Case Notes until they have been created. They then can be linked individually.