Restrict official note types by role

My specific example is to have an official note type called "Academic Warning" which would show only to the Academic Dean, and which would not appear for faculty / advisors in their list when composing an official note.

  • Ryan Farrington
  • Aug 17 2022
  • Reviewed: Voting Open
Employee Name Ryan Farrington
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  • Rayna Moorcroft commented
    14 Aug 22:14

    This would be extremely helpful, as faculty, deans, and administrative staff all use Official Notes. Faculty members do not need access to administrative note types, but currently there is no way to restrict what they can see. The only workaround is to adjust the sort order so faculty note types appear at the top and administrative note types appear at the bottom.

    It would be much more effective to limit faculty access so they can only view and select the note types that are relevant to their role, rather than having access to all available note types.

  • Karin Cintron commented
    July 13, 2023 20:48

    Yes, that would be helpful! An example from our school are Official Notes that we have labeled "ADMIN ONLY..." which include info that we print on report cards but don't want teachers or anyone but platform managers using. We order these at the very bottom of the list of options, but better yet if they didn't appear to teachers so that we don't have to train on it and so that Official Notes UI is friendly/less confusing for them to use.