Families & Students

How to add a note to a family's record

Quick answer: Open the family's record, find the Notes module, and add your observation.

Step-by-step

1. Open Contacts and find the family.
2. Locate the Notes module on the family profile. Depending on your school's view setup, it may be in the center panel or right panel.
3. Click Add Note (or the equivalent).
4. Type your note. Be specific — include dates, names, and what happened.
5. Save.

What to note

• Phone calls and what was discussed
• Special circumstances (allergies, custody arrangements, communication preferences)
• Reasons for special treatment (a scholarship, an extension on a deadline)
• Tour visits and follow-up commitments
• Anything the next person to look at this record will want to know

What not to put in notes

• Speculation or opinions that could embarrass your school if read aloud
• Information the family hasn't shared willingly
• Personal observations not relevant to school operations

Tips

• Date your notes if the system doesn't do it automatically. Knowing when something happened matters.
• Notes are visible to anyone on your team with access to the family record. Write accordingly.

Related articles

• How to view a family's full record