STR - Notes Tab
'Student Notes' is used to store any notes of a general nature. New notes are entered using the 'Add Note' button in the top right corner of the screen.
The 'View', 'Edit' and 'Delete' links in the 'Action' column allow you to action existing notes.
The school can also categorise notes.
'Note Categories' can be flagged for inclusion in the Communication Log to record communication, such as conversations and meetings. This can be done using program Student Records > Setup Information > Student Records Setup on the 'Note Cat.' tab.
TASS.doc is a feature that allows the operator to attach documents to a note, which can be viewed by all authorised users of the 'Student Notes' screen. The 'Paperclip' icon signifies an attachment. Attachments can be added to the note by clicking the 'Browse' button and selecting the required file to attach from within the school's network.
An example of using the notes attachment feature could be to attach a scanned copy of the parent's paper-based permission form to the note. Scan the document, save it as a PDF on your network and then use the 'Browse' button to find it and link it to the note.
You can use the 'Print' button at the top of the screen to produce a PDF, Excel® or Word® file with a range of notes for the student record that you are currently accessing. You can also select or sort this file by 'Note Category' (e.g. all 'parental permission' notes for this student).