How to add a note in SS&E
Utilize the Notes feature to capture and share vital student information that is not found in the standard SS&E fields.
- Notes can be entered by anyone with access to at least one note type in SS&E.
- Note Types are role-based. Only users with a permitted role can create and view notes associated with a specific note type.
- By design, each note is associated with a note type.
- If a user does not have any role with permitted note types, they will not be able to add/create a note within SS&E.
- Notes allow for a transparent view into the student record and allows for the student success network to stay aware of student issues, communications and anything that may be relevant to student success.
Notes can be added to a student record from the following areas in SS&E:
- Student record
- Direct message
- New/scheduled message form
- Student filter/bulk action menu
- Pipeline message via "Send Email" automation
Add a note from a Student record
To create a “note,” click on “Note” from the student record action menu bar:
- Select a Note Type from the drop-down menu.
- The default note type dropdown order is alphabetical.
- Start typing a note type to find a specific note type.
- Enter a note in the dialog box.
- Select “Save” to add the note to the student’s profile.
- The student’s support team will receive a notification about the student note in their newsfeed to ensure the communication is captured.
Add a note from a Message
At times, it’s beneficial to capture part of an email or text communication with a student by adding it to the notes tab on a student record. SS&E has made this easy. Just click on +Add Note from any message.
Add a note from a New/Scheduled Message Form
When adding a new message or a scheduled message, there is an option to create a note on the recipients notes tab when the message is sent.
Add a note from a Filter (Bulk Action)
Notes can be added to student records via a student filter by selecting "Note" from the Student Filter Bulk Action menu.
- Notes added from the student filter bulk action menu display on the Student Notes tab.
- Notes added via the student filter "Note" bulk action are created by the Aviso System user.
Add a note from a Pipeline "Send Email" Automation
Notes may be added from a pipeline "Send Email" automation that is configured to create a note from the email message.
- Notes created via the pipeline "send email" automation will display on the opportunity and the targeted student Notes tab.
- The note is created by whoever is the associated message sender.