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How to Log Communication for a Participant

Kathryn Johnson
Kathryn Johnson
  • Updated

This section is used to record communications about a participant with others. For example, staff can note that they talked to a parent about a student's homework completion, recording the date of the communication and how the message was communicated. 

The system does not send or receive communications; the Communication Log section simply provides a place to record such communications through other methods (email, phone call, etc.).

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.
 
LOP Functions.png
 
Click the pencil icon to open the participant’s record.
 
OSTT Make a Part Record form a Rel Record Edit.png
Navigate to the Communication Log tab of the participant’s record. The table lists existing communication log records.
CommLog Tab.png
To add a new communication log record, click Add Communication +.

Fill out the date and time the communication was sent or received. Select the communication type and enter the name of the person contacted. Enter the subject and any notes about the communication.

ComLog Form.png

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.

Share Settings for content clobk.png
To complete the communication log record, click Save Communication.

How to Edit or Delete a Communication Log Record

To edit an existing communication log record, click the pencil icon. Make the desired edits, and be sure to click Save Communication when you're done.
 
To delete a communication log record, click the trash can icon to the right of the record. Follow the prompts to confirm the deletion.
Edit or Delete CommLog.png

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