Custom Notes: Difference between revisions

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The ''Custom Events'' tab is where you can set up your custom events for the drop-downs on the ''Note Type'' section of the student's profile.


'''Step 1:''' [https://youtu.be/6-Wj6G1WVjk To add a Custom Note] from the '''Admin''' drop-down menu, click '''District Maintenance''' and '''Custom Notes'''.
''Custom Notes'' is where you can set up your custom events for the drop-downs on the ''Note Type'' section of the student's profile.
[[File:CustomNotes.png|none|thumb|687x687px]]


[https://youtu.be/6-Wj6G1WVjk To add a Custom Note] from the '''Utilities''' drop-down, click '''Custom Notes'''.
[[File:Customnotes.png|none|thumb|517x517px]]




'''Step 2:''' To add a new ''Note Type'', click '''Add''' next to ''Custom Notes''.
 
[[File:Add a Custom Note.png|alt=Add a Custom Note|none|thumb|764x764px|Add a Custom Note]]
To add a new ''Note Type'', click '''the + on the upper right-hand side of your screen.'''  
 
''Note: All custom notes currently in place will be visible under the Description column.''
[[File:Addanewnote.png|none|thumb|1175x1175px]]
 
Title your new ''Note Type'' and click the '''Save''' button.
[[File:CUSTOMNOTEEXAMPLE.png|none|thumb|936x936px]]
 
Click HERE for how to pull in the Custom Note to the Student's Profile.






'''Step 3:''' Enter the new custom ''Note Type'' and click the '''Save''' button.[[File:Save Custom Note.png|alt=Save Custom Note|none|thumb|1010x1010px|Save Custom Note]]




<center><small>(Navigate to [[Custom Events|< Custom Events]] | <b>[[I-Star Admin User Guide]]</b> | [[Site Personnel Pupil Contacts|Site Personnel/Pupil Contacts >]])</small></center>
<center><small>(Navigate to [[Custom Events|< Custom Events]] | <b>[[I-Star Admin User Guide]]</b> | [[Site Personnel Pupil Contacts|Site Personnel/Pupil Contacts >]])</small></center>

Revision as of 14:26, 10 March 2025

(Navigate to < Custom Events | I-Star Admin User Guide | Site Personnel/Pupil Contacts >)


Custom Notes is where you can set up your custom events for the drop-downs on the Note Type section of the student's profile.

To add a Custom Note from the Utilities drop-down, click Custom Notes.


To add a new Note Type, click the + on the upper right-hand side of your screen.

Note: All custom notes currently in place will be visible under the Description column.

Title your new Note Type and click the Save button.

Click HERE for how to pull in the Custom Note to the Student's Profile.



(Navigate to < Custom Events | I-Star Admin User Guide | Site Personnel/Pupil Contacts >)