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Create a General Note

Updated

This article is for Designated Safeguarding Leads (DSLs).

General Notes provide context to the student’s profile and chronology. It offers insights into a student’s progress and any relevant information that may not warrant a Safeguarding Concern or Behaviour Incident record. General Notes do not link to or affect the status of students' records.

See who can access General Notes

Teachers and DSLs can access General Notes with different permission levels. Teachers can add notes, while DSLs have additional capabilities, such as reviewing notes, editing categories and requesting note deletion.

Access Level Staff DSLs
Add General Notes Yes Yes
View General Notes

No

Note
Teachers can't view any records unless View Behaviour Incidents is turned on in System Settings.

 Yes
Read Note replies Yes (Notifications panel) Yes
Check Note status Yes (General Notes tab in the Dashboard) Yes
Send replies No Yes
Edit categories No Yes
Mark notes as open No Yes
Request Note removal No Yes

Table 1: General Notes access levels for Staff and DSL users.

Create a General Note

You can create a General Note from two pages:

Create a General Note from the Dashboard

  1. Sign in to Record Manager > Dashboard.
  2. Select Create in the General Note box.

    record manager dashboard general note box.png
  3. The Create a General Note form will appear. In the Name of Student(s) field, enter the name of the student you’re adding a Note for. You can add multiple students.

  4. Enter the Note's Title.

    Tip

    You can use a short description that briefly summarizes the General Note. For example, Improved attendance after meeting with the student’s guardian.

  5. Select the General Note’s Date and Time. These fields default to the creation time.
  6. Select a Category. See Record Manager Categories for the descriptions.

  7. Enter the details of your General Note in the Details field.

    Tip

    Provide as much information as you can, such as what you’ve seen and heard. Ensure it is based on facts and free of opinions about the student or their situation.

  8. (Optional) Attach Files to the Note. For the guidelines, see Supported File Types.
  9. Select Submit.

The new General Note will appear on the student’s Chronology tab, and the General Notes tab of your Dashboard.

Create a General Note from the student’s Profile

You can add a General Note while browsing the student’s profile page or viewing their Chronology.

  1. Sign in to Record Manager > Search.
  2. Type the student's name in the Student Search field. Search results appear in the Active Students tab as you type. If the student has a recent record, you can select their name in the Dashboard.
  3. Select View on the student’s row. Record Manager will open the student's profile page.
  4. Select Add General Note at the top of the page.
  5. Enter the General Note’s Title.
  6. Select the General Note’s Date and Time. These fields default to the creation time.
  7. Select a Category from the drop-down. See Record Manager Categories for the descriptions.
  8. Provide supporting information about the General Note in the Details field.
  9. (Optional) Attach Files to the General Note. See the guidelines on supported file types.
  10. Select Submit.

The new General Note appears in the student’s Chronology, and the General Notes tab of your Dashboard.