Editing a Note 

Open the Note

To edit a note, open the note by navigating to the student’s history tab and clicking Edit Note for the note you want to change. 

Check-In Data  

When editing the note, always include the date the note was changed and your name.#. If personal or health information was redacted, include the word redacted and the reason the note was redacted. If the note was edited, include the word edited. Examples: [edited on 7/22/24 by anthony.204] or [personal information redacted on 7/22/24 by anthony.204]. 

Attached Files 

To remove a file, click the X next to the first Choose File button to remove the incorrect file. To add a new file or more files, click the second Choose File button. When making these changes, make sure to not the edit in the note summary box. 

Note Reason  

Note reasons can be removed by checking the X next to the reason. Additional note reasons can be added.  

URL  

A link to a website can be included for the student to view and can be edited if incorrect. 

Visibility  

Students will only see the note if the box is checked. Most notes should be visible to students as notes can be included in student record requests.