Creating and Updating Student Notes Using the Notes Tab

Summary

This article details the use of the Notes tab to capture notes about student issues, career development, or advisor changes.

Body

Detail

1. Navigate to the student profile, and click the notes (Grad) tab.

    a. You will see any notes you have access to that have been previously recorded.

red box and arrow around notes tab

2. Click Add New Note.

red arrow pointing at Add New Note

3. Fill out the appropriate information, such as:

    a. Submitter

    b. Date

    c. Types

    d. Comments

    d. Related Materials

Add new note dialogue

4. Click the submit button.

5. To edit the note, click on the link of the note. A dialog box will open up for you to make the changes.

    a. You will only be able to make changes if you have the permissions to do so.

red box around dialog box with editable information

Details

Details

Article ID: 3408
Created
Tue 1/6/26 9:22 AM
Modified
Wed 1/21/26 2:20 PM