How to Add a 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 > Groups tab.
2. Select the Group where you want to add a note. The Inline Filters can help you look for any specific group. Click here if you want to know more on How to Use the Search Group Page.
3. In the sample below, we used a combination of inline filters (Type and Location) to narrow down the search group results.
4. Once found, click on the Group Name under the Group Column.
5. Go to the Group Note tab.
6. 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.
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 Performance Package subscribers.
Unlock the full potential of your SMS with the Performance Package. To upgrade your plan and access this feature, contact support via email.
7. A text 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.
8. Once finalised, click on the Save Note button below the group note to save it.
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.