How do I create a Note?
On most pages in the Portal
To create a note, click the new note button that appears at the right side of the blue navigation bar at the top of the screen.
On a student profile
Within a student profile, you can find the Add note button in the action bar at the top of the profile.
On the Data Grid
On the data grid, click New Note in the action bar, and then select the students for which you want to create the note.
Required fields when creating a Note
Adding students
Student is a required field for notes. You’ll need to add one or more students before your note can be saved. You can search for students by name or OSIS number.
Write a description
Description is a required field for each note, and can contain up to 1,000 characters.
Using @ mentions
We recognize that sometimes you want to bring the contents of a note to someone’s attention without assigning them responsibility. In the description field, you can type @ and then search for a staff member. You can search for other staff members by their name.
When you @ mention a staff member, they will receive an email notification, and the note will appear in their Notes page in the Portal.
You can @ mention as many staff members as will fit within the body of the description.
Optional fields when creating a Note
Select a category
If your school uses categories to organize and track down your notes, select one here. You can select multiple categories for a single note, or if you aren’t sure which category fits best, you can leave this field blank.
Anyone who reads a note can update the category after the note has been saved.
Certain columns in the Data Grid may be calculated based on these categories. For example, Attendance Notes columns are based on which notes have the Attendance category.
Assign a note to a school staff member
If you want to give responsibility for following up on a note or completing some sort of task, select a staff member here.
You can only assign a note to a single staff member at a time. Choosing another staff member will replace the previously assigned staff member with the new one. To clear an assignment, click the X next to their name to remove the assignment. You can assign notes to yourself.
Anyone who reads a note can update the assignment after the note has been saved.
When you assign a note to someone and click Save, the person to whom it’s been assigned will receive an email notification.