Create a Case Note

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.

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.

See also