Adding Student Notes

 

Search for a Student:

  1. Search for UC students using the student's name OR ID number in the top search bar, found at the top of the screen.

TIP: Type "Student:" followed by a name for quick search results.

  • Note: If this is a student worker, they will have two profiles, an employee profile, and a student profile. Click 'Student' under Categories to narrow search results. 

    Search results showing student and employee profiles with the Student category filter highlighted
  1. Select the student's Student Profile by clicking their name.

 

Add a Student Note to Your Advisee's Profile:

  1. From the Student Profile, click on the History tab in the menu on the left side of your screen. 

    Student Profile left menu with the History tab highlighted
  2. Open the "Note History" tab and click Add Student Note. 

    Note History tab with the Add Student Note button highlighted
  3. Fill in the blanks on the "Student Note Form."
    The add student note form with student, note topic, conversation initiated by, note date, note detials, and whether to share the note with the student options.
    • Student — will automatically fill in
    • Note Topic(s) — choose "Academic Advising General"
    • Conversation Initiated by — choose "Institution"
    • Note Date — will automatically fill in
    • Note — enter "Met with student on xx/xx/xxxx"
    • Share with Student — choose "No"
    • Relates To — Choose "Student Name (record for: . . .)" that applies to your academic department
  4. Once you have entered an answer for every field, click "OK".
  5. Review the note information you entered and click "Done" at the bottom of your screen.
  6. You should now see the note you have entered under "Note History" on your advisee's student profile.

 

Your screens and processes may vary slightly from this document.