This article is intended for Designated Safeguarding Leads (DSLs) and Teachers.
Adding a General Note to a student’s chronology primarily provides context to the student’s profile. It offers insights into a student’s progress and any relevant information that may not warrant a Safeguarding Concern or Behaviour Incident record. A General Note will not link to any existing records.
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 | Teachers | DSLs |
|---|---|---|
| Add General Note | Yes | Yes |
| View General Notes |
No Note Teachers cannot view any records unless View Behaviour Incidents is turned on. |
Yes |
| Read Note Replies | Yes (Notifications panel) | Yes |
| Check Note Status | Yes (General Notes tab on the Dashboard) | Yes |
| Send Replies | No | Yes |
| Edit Categories | No | Yes |
| Mark as Read | No | Yes |
| Request Removal | No | Yes |
Create a General Note
You can create a General Note from two pages:
Create a General Note from the Dashboard
- Sign in to Record Manager > Dashboard.
- Select Create in the General Note box.
- 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.
- 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.
- Select the General Note’s Date and Time. These fields default to the creation time.
- Select a Category. See Record Manager Categories for the descriptions.
- 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.
- (Optional) Attach Files to the Note. For the guidelines, see Supported File Types.
- 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.
- Sign in to Record Manager > Search.
- Type the student's name in the Student Search field. Search results will appear in the Active Students tab as you type.
Tip
If the student has a recent record, their name will appear on the Dashboard. You can select their name to open their profile.
- Select View on the student’s row. Record Manager will open the student's profile page.
- Select Add General Note at the top of the page.
- Enter the General Note’s Title.
- Select the General Note’s Date and Time. These fields default to the creation time.
- Select a Category from the drop-down. See Record Manager Categories for the descriptions.
- Provide supporting information about the General Note in the Details field.
- (Optional) Attach Files to the General Note. See the guidelines on supported file types.
- Select Submit.
The new General Note will appear on the student’s Chronology, and the General Notes tab of your Dashboard.