If you have an email exchange with a student, a brief phone call, or you want to note something on the student’s academic record (for example, approval of a petition or admission to a program), you can add a note from the student’s profile page. On the right side of the student’s profile page, under Options, click Add a Note on this Student.
When adding a note, you can include one or more note reasons. This will help you or others who have access to view the student’s history quickly find the note. In addition, the note reason(s) will be searchable in the notes report.
It’s very important to click the checkbox next to the student’s name under Visibility so the student can see the note. The only reason to leave the box unchecked is when you are specifically leaving a note only for other staff, but keep in mind students who submit a records request will be able to see the note.