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Ability to set role access for each Official Note template
I would like to be able to allow role or individual access to individual Official Notes templates when I set them up. We have some ON that are meant for teachers to use and some that are meant for administrators to use. But all are available to an...3
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Comments awaiting approval notification
We would like onRecord comment approvers to receive notifications when they have comments awaiting approval.2
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Confidential Notes
In addition to the Official Notes there should be a Confidential Notes section. The only way to ensure that a note remains confidential is to create an official note and change the access granted to remove parents/students. This leaves a lot of ro...1
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Parent Teacher Conference Notes
Please create an area for the teachers to document their Parent Teacher Conferences. This will help everything be all in one place.0
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Create a notification to alert the approval team of a new Official Note
It would be extremely helpful to have our administration be notified when an official note is submitted for approval. Currently, they have to be alerted by a colleague to go check Blackbaud for a note that they need to approve.5
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Official Notes: when approving, more options (schedule a time/ 'all' in bulk) regarding 'send email' (notification)
Currently, when approving official notes, you can also send the notification email at the same time. We would like the ability to send all approved, unsent messages at once, so that we do not have to open each message again to send the email notif...2
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Ability for Teachers to see Official Notes for their future Students
We would like to give our Lower School teachers access to the historic official notes of the students that they'll teach this upcoming year. We think it is very informative for future teachers to be able to have access to the past notes for Studen...0
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Add functionality to Official Notes that will alert the Approver that he/she has something to approve
Our Division Heads often get busy and can forget to check pending approvals on any given day. They have asked about a pop-up alert or an email to prompt them.3
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Organize Official Notes by student's name, class, and author
Currently, a teacher opens their Official Notes to see individual links that are organized by the date the Official Note was written. It is challenging to sift through and there are no sorting options. Teachers should be able to filter and sort Of... -
Official Notes for Administrators
There should be a category for administrators to share information about a student (or a parent) with each other, that does not go out to the entire staff. For example, if there is a family situation such as a divorce or death, or a conflict with ...0