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Navigate - How to Use Notes and Reminders
Adding a Note
Notes can be added from a student’s profile page. On the right side of a student’s profile page click Add a Note on this Student.
Notes can also be added from the Staff home page by selecting the checkbox next to the student, choosing Actions and selecting Note.
Notes are stored in the “History” tab of the student’s profile page.
Note Details
On the Add a Note popup you can add the details of your note and include any relevant attachments. You can also choose the visibility.
Note Visibility
Note that visibility is potentially the most important part of notes as it controls who can view them. Choose these settings carefully based on the content of the note. The question marks next to the options provide a description of each, but here is a quick overview.
| Who is Checked? | Student Checked | Student Unchecked |
|---|---|---|
| Submitter (Employee) Checked | Only the student and submitter can see the note | Only the submitter can see the note. |
| Submitter (Employee) Unchecked |
All staff with access to notes can see the note. The student can see the note. |
All staff with access to notes can see the note. The student cannot see the note. |
Adding a Reminder
Reminders are created by staff members in order to prompt future actions regarding a particular student. This can be useful for tracking next steps for the staff member, to follow up on pertinent information shared during an appointment, or to reconnect with a student at a more appropriate time. For example, you may be working with a student who is having difficulty in a specific course - add a reminder to check in on the student’s progress after the upcoming midterm exams. Alternatively, the student may be exploring summer internship opportunities - add a reminder to touch base in a few weeks and find out where they applied.
Staff can quickly add a reminder via the Add a Reminder to this Student link on the Student Profile.
Staff can view their own reminders about the student via the Reports/Notes or History tab on the student’s profile. The reminder details—name and due date—can be adjusted by clicking Edit next to the specific reminder. Staff can remove reminders that they have completed by selecting Clear or Delete from the Actions menu.
A list of reminders about a student is on the Reports/Notes or History tab.
While the Reports/Notes or History tab only shows reminders for a specific student, staff can also view all of their reminders by opening the My Reminders page
The Reminders icon on Navigate navigation bar is a push pin.
My Reminders
On the "My Reminders" page, staff see all their reminders, the name of the student associated with each reminder, and the due date for each reminder. Through the Actions menu, staff can clear or delete completed reminders. Through the Edit link next to each reminder, staff can modify the name or due date for the reminder. Staff can also view each student’s profile by selecting the student’s name next to the reminder.
On the "Staff Home" page, a portion of the reminders are highlighted in the right-hand section below the staff Quick Links. The highlighted reminders are those with past or upcoming due dates. Clicking View More at the bottom of this section takes you to the "My Reminders" page to view the complete list of reminders.
Frequently Asked Questions
I took action on a reminder that I set for myself, how can I remove the reminder from my list?
You can remove the reminder from your list by clearing the selected reminder using the Actions menu.
Can the student see the reminders that I’ve added to their profile?
No, students cannot view the reminders that you have added to their profile.
Can other users view the reminders that I have added to a student’s profile?
No, other users only see the reminders that they have added to that student’s profile.