Using the School Record Tabs > School Record Notes

Use the Notes tab in a school record to manage notes for other schools. School notes are useful for logging additional information, such as exam arrangements for applicants from the school.

Other School notes can be accessed via both the school record and individual records for applicants/pupils from the school.

Choose to:

• Add school notes.
• Edit school notes.
• Delete school notes.

Add School Notes

To add school notes, follow the steps below:

1. In the Other Schools module, select the Other Schools tab.
2. Search and select a school record to work with and select the  Notes tab.
3. Click  Add Note.
   A popup window is displayed:
   
4. Enter your note and click  Save Note.
   Your note is listed in the school record:
   

Edit School Notes

To edit school notes, follow the steps below:

1. In the Other Schools module, select the Other Schools tab.
2. Search and select a school record to work with and select the  Notes tab.
3. Click  in your selected note.
   A popup window is displayed:
   
4. Edit the note and click  Save Note.
   The amended note is listed in the school record.

Delete School Notes

Remove school notes that are no longer applicable. No record is kept of school notes once they have been deleted.

To delete school notes, follow the steps below:

1. In the Other Schools module, select the Other Schools tab.
2. Search and select a school record to work with and select the  Notes tab.
3. Click  in your selected note.
   You are prompted Are you sure you want to remove this Note?
4. Select OK.
   The note is removed from the school record.