Add a Note to a Student Profile

Overview

This guide shows how to add notes to a Student Profile, how to add a Sensitivity Level (CRM) to a note, and how to view notes.

Instructions

1. Log in to the SEAtS application.
2. Navigate to the Student Dashboard by clicking Home.
3. Locate the student by searching for Name or Student Number.
4. Select the student and click Add Note, or open the Student Profile and click the Add Note icon.
5. In the Add Note window, create your note, format the text, and optionally add a Sensitivity Type (CRM).
6. Click Save.

The note will appear in the Student Timeline.