How to Add a Note to a Student via Trainer Portal

Overview

In the Trainer Portal, adding a note to a student provides trainers with an efficient way to record important observations, track progress, and document interactions. These notes serve as a valuable reference for trainers and administrators, ensuring clear communication and continuity in student support. Whether it’s feedback on performance, attendance concerns, or reminders for future follow-ups, maintaining well-documented notes helps provide a comprehensive view of a student’s learning journey. It is important to note that any note added by a trainer is not visible to students, ensuring that sensitive or internal information remains confidential.

The note-taking feature enhances collaboration within the Student Management System (SMS) by allowing trainers to share relevant information with authorised personnel. This ensures all stakeholders remain informed and can take appropriate action when necessary. By leveraging this functionality, training organisations can improve student engagement, streamline administrative processes, and maintain accurate records while meeting compliance requirements.

Step Tutorial

1. From the Dashboard, go to Students, select a student from the dropdown list, navigate to the Notes tab, then click the New button.

2. Add details to the following fields:

1. Subject - A brief title or summary that describes the main focus of the note.
2. Notes - Detailed information or observations related to the student, recorded by the trainer.
3. Hyperlink - A clickable link to an external resource or relevant online content.
4. Attachments - Files uploaded to support the note, such as documents, images, or reports.

Once finished, click the Save button.

3. A prompt confirming the successful creation of the note will appear. Click OK to close it.

4. You should now see the recently added notes in the list.

These are the steps on how to add a note to a student via trainer portal.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

• Related Articles

• How to Add a New Invoice for a Student via the Trainer Portal

  Overview In the SMS, the Trainer Portal provides trainers with the ability to manage student records efficiently, including financial transactions such as invoicing. Adding a new invoice for a student via the Trainer Portal ensures that payment ...

• How to View Schedule via Trainer Portal

  Overview In the Trainer Portal of the Student Management System (SMS), trainers can easily access the Calendar feature to view scheduled classes and events. This tool provides a structured and organised overview of important dates, allowing trainers ...

• How to Send an Email to a Student via Trainer Portal

  Overview Sending an email to a student via the Trainer Portal allows trainers to directly communicate with students within the Student Management System (SMS). This feature provides a streamlined and secure way for trainers to send personalised ...

• How to Access Students Enrolment via Trainer Portal

  Overview Trainers can access a student's enrolment details in the Student Management System (SMS) using their assigned trainer-level access. This allows them to view relevant course enrolments, perform certain actions, and manage necessary updates ...

• How to Generate Attendance Report in the SMS via Trainer Portal

  Overview The Trainer Portal in the SMS enables trainers to efficiently generate attendance reports for their assigned students. This feature offers a clear overview of attendance records, assisting trainers in tracking student participation and ...