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Official Notes and Learning Profiles -- Allow Attachments!!!
Hi, One of the biggest wishes of our Admin Team and Learning Specialists, is for Official Notes and Learning Profiles to allow attachments (specifically PDFs). At the moment, if a psyc assessment comes in by email or fax, it's always in PDF fo...3
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Academic Official Notes Templates
Enrollment Management's Official Notes have a template functionality that allows schools to create reusable form-type messages for candidate families and for internal communication. I would love to be able to create similar templates for use in ou...2
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Unable to delete Official Notes drafts
I would like to see a way to delete Official Notes drafts. There isn't any documentation in the Help Center or training resources at this time regarding a way to do this.16 Under consideration
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Allow Official Notes and Infractions for Past Students and Alumni
We sometimes want to add notes or discipline to a student record after they have graduated or withdrawn. It would be super helpful to be able to add Official Notes for past students/alumni to record important information/awards/accolades, or to be...7 Planned
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Allow teachers to see past years' Official Notes in students' Contact Cards
Prior years' notes should be easily accessible to all teachers via each student's Contact Card. At present, this is not the case even when "Display only current year" is unchecked for a comment type and when the teacher chooses to show archived co...5
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Approval Needed Notifications for Monitoring Team
When a teacher creates an official note requiring approval, no one on the identified monitoring team is notified. Notifications only go out once the note has been approved. We don't use a ton of official notes, so these can easily be missed althou...15
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View Advisor Before Sending Official Note
All of our official notes for current students are automatically sent to each student's advisor. However, when crafting an official note, an author has no idea who that advisor is. It would be most helpful when you enter a student’s name in an off...4
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Add [nickname|firstname] placeholder to Official Notes Notifications
In Core>Users>User Profile Settings>User Name Formats there's a variable/placeholder option for {nickname|firstname} which uses nickname if it's populated, and first name if there's no nickname. Academics > Communication > Official ...2
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Change Official Notes Nickname placeholder to Preferred Name
Everywhere else in the system, the language used is Preferred Name, but in Official Notes it's still Nickname. It should be consistent as Preferred Name.0
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Limit official notes viewing to ONLY the teacher and advisor of a student and not ALL people with the teacher and advisor roles for that division.
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