The ability to add internal NOTES to a student record (not just Official Notes)

We need to be able to add notes to a student's record (other than official notes). Please add an internal NOTE section (preferably in Academics), like the one recently added to Billing Management, where a table of note types can be created. We'd also like to be able to pull reports by the note types.

  • Donna Balbach
  • Sep 21 2021
  • Reviewed: Voting Open
Employee Name Donna Balbach
User Support Admin
  • Attach files
  • Lynn Gigliiotti commented
    24 Jul, 2023 03:52pm

    And a pop up would be great. So we know if there is a no contact order or something that is very important.


  • Mariana Lemcovich commented
    8 Jun, 2023 02:39pm

    Yes! Please!!!!!! I would also like to see the option of creating a form, where teachers can fill up information about a student for the next student to come.

  • Adrian S. commented
    10 Nov, 2022 08:26pm

    I would love for teachers to be able to add their own private notes that only they can see (or they can select which roles can see). They should be able to add multiple types of notes throughout their time teaching them (like to track if the met with a student). The official notes feature is clunky and not a good tool for teachers.

  • Chris Felinski commented
    10 Nov, 2022 11:52am

    Agree 100% on this. One of the things we need to do is keep of log of when we send transcripts off to colleges for students who request them years later (not those that just graduate). It would be great to have a general note section on the student record that could be for anything like this.

  • Alla Londinski commented
    17 Sep, 2022 04:52pm

    It would also be helpful to have an ability to import notes If we need to put a same note to a group of students, past students, or graduates. We should be able to include the notes into advanced lists as well and filter by the note types.

  • Guest commented
    8 Aug, 2022 04:13pm

    This would be very helpful in multiple ways. Official notes as constructed is more often than not the wrong tool for the job.

  • Guest commented
    20 Jul, 2022 05:56pm

    YES, PLEASE!!! There needs to be more open areas to add information with NO character limit. This has been a huge frustration as our school is trying to put student info into Blackbaud and there isn't a place to do it.

  • Ana Meneses commented
    1 Nov, 2021 03:17pm

    Definitely need a notes section. But it must also be able to be pulled into a list or report. The note recently added to Billing Management cannot be used in any list or report.

  • Todd Igelman commented
    29 Oct, 2021 05:32pm

    You have to do this!!!!!!

  • Stephen Pilon commented
    29 Sep, 2021 01:47pm

    The ability to add notes on records is important. And it needs to be available on all records, thus from Core as well as in EM, Academics, Bill Mgmt, Extra.

  • Guest commented
    22 Sep, 2021 03:47pm

    This open notes field, to be clear, is not a means of communication to students, but a way for us to have working memory of who students are, what their needs are, and how we can communicate effectively with them at any time, now or far in the future. The official notes portion of BEM is great for managing actions and communicating them to students or other constituents. Such an open field in Core is more about reflections and reminders for administrators about who each student is and what their idiosyncratic needs might be.

  • Guest commented
    22 Sep, 2021 03:21pm

    Please, please, please make it possible to keep notes on students, regardless of their current status. I have not been able to keep notes on students for over a year since transitioning to this new system, and it is making it difficult to keep up with when I last talked with them, what their life situation is, why they are taking time off, etc. The system needs to be able to include notes for why they might defer enrolling in classes as well as why they might temporarily be taking time off, thoughts about potential course plans, etc. Thank you to attending to this in a timely way.

  • Kathy Troesch commented
    22 Sep, 2021 02:12pm

    Core would be the ideal place by individual person, this would only be used internally. We add notes on Past Students, our Graduate Theology students do not always take classes continuously. We would need a type of tracking/reporting capability. So we would need to be able to setup a type of notes, similar to official notes to make this more reporting friendly. Also, we would need to be able to pull the personas when running the reports.

  • Donna Balbach commented
    22 Sep, 2021 01:42pm

    Actually, it would be better in Core (instead of Academics). We need to be able to add a note to students, past students, and alumni.

  • +71