Video:
Guide:
Click the People tab in your lefthand navigation menu.
Open the List of Participants
Locate the participant in your List of Participants
There are several tools to navigate your list of participants.
You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria.
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
Click the pencil icon to open the participant's record.
Locate the notes tab in the participant’s profile. Past Notes are listed in the table.
To edit an existing note, click the pencil icon in the Actions section. To delete an existing note, click the trash can icon.
To add a new note, click Add Note +.
The first step in adding a new note is determining whether it is relevant to one Participant or more than one. Click in the Add note for drop-down field to see if the Participant is part of a Relationship Group.
If yes, the other members of the group will appear. By default, the Participant record you are in will have the box checked next to their name. If the note you are adding is also relevant to other members, check the box(es) next to their name(s).
To learn more about Relationship Groups, read this article.
Then add the date of the note and the note itself. Note the note length limit is 2000 characters.
Determine who has access to this note.
In the Share section, choose if users at any site in the Institution/District can access the note or if only users associated with the site the student is enrolled in can access the note. Click the radio button to the left of the appropriate access setting.
Any item marked with a red asterisk is a required field. The form can only be submitted once all required fields have content. Click Save Note to add the note record to the list.
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