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Member notes

How staff write notes about a student and when the parent sees them.

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Step by step

  1. 1

    Open a session in Attendance, or a person's profile in Users.

  2. 2

    Press the Member notes icon or button for the person.

  3. 3

    Write the note and press Add note.

  4. 4

    If you want the member to see it, press Share on the note.

How it works

Lets your team record observations about a student's progress, visible to staff only until you decide to share them with the member or parent.

Notes open in two ways: from the Member notes icon next to a person on a session's list in Attendance (the icon is highlighted when the person already has notes), and from the Notes section of the person's profile in the dashboard, with the Member notes button. Either way the same panel opens.

Every new note starts as Staff only. Share makes it visible to the member, they (or the parent, if the note is about a child) get a notification and see it on the school's Lessons tab under Shared notes. Sharing can't be undone.

Writing, sharing and reading notes needs the Author notes permission. An employee limited to their own groups only works with notes about members of those groups.

Good to know

A half-written note isn't lost if you click outside the panel, it won't close while the box has text.

Members never see Staff only notes.

On this screen

Member notes panel

The side panel with every note about one person.

Shows the notes history and lets you add a new one.

The person's name is under the heading. Notes are newest first. With none: "No notes yet".

Note

One note with its source, visibility, author and date.

Shows what was written, by whom, and whether the member can see it.

Labels show the source, Lesson (written from a session with a lesson) or Manual: and the visibility, Shared or Staff only. The author's name and date are below.

Share button

Makes the note visible to the member.

Shares the observation with the student or parent.

Only on Staff only notes. It takes effect straight away, with no confirmation, and can't be undone. The member gets a notification that a note was shared with them, once per note.

New note box

Private by default, share it when you're ready.

The text of the new note.

Where you write your observation.

1 to 5000 characters. Below it reads "Starts as staff only".

Add note button

Saves the note.

Adds the note to the person's history.

Disabled while the box is empty. A note added from a session with a lesson gets the Lesson label. The box clears after saving.

Frequently asked questions

Can the parent see my note?

Only if you press Share. Until then it's visible to staff only.

Can I hide a shared note again?

No. Sharing only goes one way.

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