How to Add Group Note
Overview
The Student Management System (SMS) allows administrators to add note to specific student groups. This feature can be used to document important information relevant to a particular group.
In this tutorial, we will walk you through the steps to add a group note in SMS.
Step Tutorial
1. From the sidebar menu, go to Schedule > Student Groups / Intakes tab. Then, search or select the group from the list and click on the Notes sub-tab.
2. Under the Group Note section, an HTML editor field is available where users can enter information or data relevant to the group. You can use the available formatting tools to edit, customise, and add links, images, and more to the group note.
Click on the Update Note button below the group note to save it. Then, make sure to click the Update button at the top of the page to save the changes made to the group.
IMPORTANT: In the same tab, you will see the Display Calendar Note toggle. This option only appears if the External Calendar Module is enabled and is set to off by default.
Please note that this feature is available exclusively to Maximise Package subscribers.
Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, contact support via email.
When the Display Calendar Note is enabled, an additional HTML editor labeled Calendar Note will appear. The content entered here will be visible on the External Calendar in both Calendar View and Course List View.
Clicking on an event related to a group with a calendar note will display information with an i button that links to the calendar note, as shown below.
And that’s how to add group notes in the SMS!
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.
FAQs
Who can add group notes in SMS?
Only users with administrator access or permission to manage student groups can add group notes in the system.
Do I need to save the group note twice?
Yes. After updating the note using the Update Note button, you also need to click the Update button at the top of the page to save the changes to the entire group.
Alternatively, you can simply click the Update button at the top of the page to save all changes, including the group note.
Will students be able to see group notes?
No, group notes are intended for internal use by administrators and internal staff. However, Calendar Notes, if enabled, will be visible to users accessing the External Calendar.
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