How do I add meeting notes

How to add Meeting Notes

  1. On the student’s contact record, hover over the Advising Link at the top. Image

  2. Always create a new meeting note instead of editing an old one. Press the New Advising button and select the Meeting Notes/Log record type and click Continue: Image

  3. You should now be in the Edit screen: Image

  4. Type your notes into the text area.

  5. Once you are finished, select the Save button, located at the top or bottom of the screen. Additional Tip: To review existing meeting notes, hovering over the Advising link at the top. There is a second Advising link at the top with (Meeting Note/Log) that is for viewing just meeting notes.

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Published date: 05/05/2017 1:00AM
Last updated: 05/05/2017 1:00AM (Alex Meeks)
Author: Alex Meeks
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