How to use the Student Chronology – Record Manager by Qoria

This article is for all Record Manager users.

The Student Chronology shows a timeline of records created for the student. You can access the Chronology in the student’s profile page. Select a tab below to view the Chronology features and functionalities based on your user role.

Action	Steps
View all records in the Chronology tab	Find the student or select their name from the Dashboard.
Find a record	Use Search or filter records by Date.
Mark a record as Read and Closed	Select Details to open the record Select Mark as Open or Mark as Closed.
Add a reply on a record	Select Details to open the record Select Send Reply. To view the reply, select Expand Updates, then Details on the reply’s row. See Add a reply to a record.
Add an update to a record	Select Details to open the record Select Add update. Complete the Update Record form. See: Update a Safeguarding Concern Update a Behaviour Incident
Add a referral	Select Details to open the record Select Add Referral. Complete the Add Referral form. See Add referral to a record.
Delete a record	Select Details to open the record Select Delete. Enter your reason for deleting the record and select Delete. See Delete a record.
Edit a record’s category and important information options.	Select Details to open the record. Select Edit in the Category and Important Information box. Select up to three new Categories from the dropdown. Select or clear an Important Information option. Important Information is optional. Select Save. See: Edit a record’s category Record Manager 2.0 categories and definitions Add an ‘Important Information’ to a record

DSLs must give Staff users access to Behaviour Incidents so they can open student profile Pages and access their Chronologies.

Action	Steps
Create new records	Select Report Concern, Report Incident or Add General Note at the top of the student’s Profile Page. Note Staff users can log Concerns and Notes, but they can only view Behaviour Incident records.
Update records	Open the record and select Add Update.
View Behaviour Incident records	Find the student or select their name from the Dashboard. Staff users can only view Behaviour Incidents in student Chronologies and not Safeguarding Concerns or General Notes.
Find records	Use Search or filter records by Date.