How to Add a Note to a Student's Casefile as a Counselor

In this article, we will show counselors how to write a note in a student's casefile.

Only Counselors can see the notes they take on students. The students themselves will not be able to see any notes counselors take.

1. Accessing a Student's Casefile

To access a student's casefile from the counselor dashboard click the Go to Casefile button next to a student's name.

2. Write a Note

There are two different way to write notes in a student's casefile - in the student information sidebar and from the Notes section.

  1. Add Notes from the Student Information Sidebar
  • Click Write Note in the Student Information sidebar.
  • Click the arrow next to Pertains To.
  • Select Write Note and the meeting subject.
  • Write the note and click Save.

  1. Add Notes from the Notes Section
  • To access the Notes section for a student's casefile, click Notes from the top bar.
  • Click Write Note and select the subject of the meeting.
  • Type the note and click Save.

3. Edit Notes

  1. To edit a note, a counselor can hover over the card of the note they want to edit and click the pencil icon that appears.
  2. Counselors can rewrite their notes or select a different subject.
  3. Click Save to save meeting log edits.

4. Delete Notes

  1. To delete a note, a counselor should hover over the card they want to delete and click the pencil icon that appears.
  2. Click the red Delete button.
  3. Confirm by clicking Delete Note.

How Did We Do?