Overview
This article explains how to record a general note to be added to the profile / record of one or multiple pupils, staff members or contacts from All Notes.
Instructions
Open All Notes
From Juniper MIS:
- Select Manage.
- Select Notes.
- Select All Notes.
Add / edit a note
- Select Create to add a new note. To edit an existing note, select the note from the Notes list, then select Edit.
- Enter / edit the note details:
- Select one more Pupils. Staff or Contacts. The note will appear in the record of all selected.
- Enter / edit the Subject.
- Select / edit the Category.
- Enter / edit the Description.
- Select Save.
Outcome
The note is saved. It is added to the notes list in All Notes:
Additionally, it is added into pupil record (in the Notes tab) for each named pupil:
Related information
Updated