How do I create a child note?
To view a video clip of this procedure, click
You can access the child notes function from either the i) “Child Selection” screen, ii) from the “Notes” red
puzzle piece on the right hand side
i) Child Selection screen
1. From the “Child Selection”
screen, select the “Category” of the child and click the “Search” button.
2. Select the child’s name from
the drop down list and click the “Notes” button.
3. Continue to step 5 of this
ii) “Notes” red puzzle piece
1. Click on the “Notes” red
puzzle piece on the right hand side.
2. Click on the “Child Notes”
3. Update the
category for the child and click the “Search” button.
4. Select the child’s name from
the drop down list.
5. Click on the “Add note”
6. You can either select a
“Topic” from the drop down box or type in a new topic in the “Enter topic”
7. Type in a
8. Select any
of the additional options required from “My eyes only” (a private note), “Show
Parent” (if you use the Parent Portal function) or “Email Notification” (if you
use the Parent Portal function and you want an email notification sent.
9. Type in the
“Message Text” which is a free text field.
If you would like to attach a file that is stored on your computer, click
on the “Attach file” button.
If you would like to set a reminder for a later date, click the “Set
10. Click the
“Update” button to save this note.
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