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Adding a Note About a Student

You can leave a note about any student at any time. Notes are plain text, tied to a specific date, and show up in a log on the student’s profile. There are two ways to add one: through the observations flow after a session, or directly from the student’s profile.

After a Session (Observations Flow)

When you’re adding observations after a session, each student row includes an optional Notes field.

  1. Open the observations form for the completed session - from the Dashboard, click Observations: Complete Now on the session.
  2. Find the student you want to note.
  3. Click + Add Notes to open the text field.
  4. Type your note. Plain text only - formatting isn’t supported.
  5. Finish adding any other observations and save.

The note is saved and tied to the session’s date.

From the Student’s Profile

You don’t have to be coming out of a session to leave a note. You can add one from the student’s page at any time.

  1. Open the student’s profile from your My Students table or from a group.
  2. Click + Add Note.
  3. Type your note in the form that opens.
  4. Save.

The note is saved with today’s date.

A Few Things to Know

  • Notes are plain text only - you can’t add formatting.
  • Each note is tied to a specific date. You can leave more than one note on the same date.
  • The Notes field in the observations form is optional - you can submit observations without filling it in.