Adding Notes for an Applicant
You can add Notes for each applicant on the Student Profile. To view a student’s profile, type the student’s name in the search box of the Application Index . Click the View button to open up the Student Profile:
In the Student Profile, you can add Notes by clicking the Add Note button:
Each Note will allow you to categorize by selecting a Note Type:
You can also select the Schools the Note is relevant for. Click on the input and a dropdown with the schools this person applied to will appear for selection. Click to add a school. More than one school can be added to the Note:
Notes will record the User who entered them, their Email, Date of entry, and all of the information added in the Note:
Can I delete a note?
Due to auditing purposes, as a best practice, we do not delete notes in student records. We understand that this can sometimes not be ideal, because it might clutter up your view. However, we believe that transparency and auditability is very important, and not something we should compromise on.
What many organizations do is submit another note stating that the previous note was incorrectly entered.
(Think about the case when 3 years down the line an upset parent comes with an email confirmation of the submitted application or declined application, you go to the system and but can't find it, and you do not have access to the old office manager from the school who has retired since).