Create a Case Note

Owned by lisa sinclair (Unlicensed)
Last updated: May 31, 2021 by Kevin McRae
1 min read

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.

See also