Click on the Notes tab to access this area. Here you can type in any additional information pertaining to the student.

1)  Add a Note or “To Do:” Selecting the Add Note button adds a standard note, assigned to the logged-in user by default. It can be re-assigned to any user by clicking in the small yellow “Assigned To” box and selecting another name. Selecting the Add To Do button adds a note just as the Add Note button does, but with the To Do checkbox already checked.

2)  Note Types: There are four note classifications available: note, meeting, email or phone call.  Users can use any (or none) of these preset types, or create customized ones to meet individual needs.

3)  To Do Feature: Clicking the To Do checkbox and selecting a staff member from the Assigned To drop down box assigns the "to do item" to that staff member. This causes the note to appear on the To Do tab of  their Staff screen and will also highlight the student’s name in red on the appropriate Roles tab, indicating that there is an open “to do” item for that student.

Additionally, when the staff person logs in or returns to their staff screen entry, E-Com defaults to displaying the To Do tab until the respective note is marked as “done” via the Done checkbox.

4)  Viewing Note Details: The first few lines of the note details are previewed directly on the Notes tab.  Clicking the black triangle on the right side of each note displays the Note Detail Screen with the entire note contents.