Creating a Note from Messages

Faculty and staff can create a Note for the Messaging feature within the Student Success & Engagement platform. Notes can be created in two ways. By clicking Create Note From Message, that message will then appear within the Notes Tab of a student’s record. If the message was sent to multiple students, each student will receive a note on their record. 

  • Selecting "Create a Note from Message" will add the Note Type dropdown field.
  • If a user's role(s) do not have any permitted note types, they will not be able to create a note.

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Notes can also be created from already existing messages. Clicking on the New9.png, a particular portion of a conversation can be saved in Notes on a students record. 

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Upon clicking the indicator options of Note Types and adding further details become available. 

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Clicking "Create" saves the note within the students record. 

 

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