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How do I create a Parent/Guardian, Teacher, or General Note?
How do I create a Parent/Guardian, Teacher, or General Note?
Marisha avatar
Written by Marisha
Updated over a week ago

During a meeting/phone call with a parent/guardian or teacher, you can efficiently log your conversation using the Notes tool. No more scrambling at the last minute, trying to gather all of your sticky notes and scraps of paper!

Here are the steps to add a note:

  1. Navigate to the Notes tab.

  2. Click on the Add Note button. 

  3. In the Type dropdown menu, choose the kind you want. (Note: For the Parent/Guardian, Student, and Teacher Note types, you can also choose the student the note relates to.)

  4. Enter the Note Title and Note

  5. Click Save.

You also have the option to add notes to the student's profile from the Caseload page.

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