Add and Manage Student Notes

🔐 Account type(s) with default permissions to manage this: Administrator (Specialist permissions may vary)

💻 Tier(s) this is available for: Foundation, Essential, Pro

Notes let your EL team and classroom teachers share qualitative observations about ELs directly on their Student Profiles, keeping everyone who works with a student informed. This article covers how to view, add, edit, and delete Student Notes, as well as how to include Notes in a printed or downloaded report.

This article covers how to:

• View Student Notes
• Generate a Report That Includes Student Notes
• Add Student Notes
• Edit or Delete Student Notes

View Student Notes

📝 The Notes tab on the Student Profile displays all historical Notes, with options to filter by grade level or search by author and content.

Student Notes are displayed on the Notes tab of the Student Profile. You can reach a student's Notes tab two ways.

Search for the Student

1. Use the search bar at the top right of your screen to search for the student by name or ID number.
2. Click the student's name to open their profile in the current tab, or click the Open icon to the right to open it in a new tab.
3. Click the Notes tab.

Locate the Student in the Student List

1. Apply Filters on the left to narrow your list and locate the student.
2. Hover over the student's name.
3. Click the arrow to the right of the Student button that appears.
4. Select Notes to open the student's Notes tab in a new tab.

By default, Notes are sorted by date and all historical Notes are displayed. To narrow the view:

• Use the Select a grade level dropdown to display Notes from a specific grade level.
• Use the Search notes by author or content field to filter Notes by the author's name or specific text within a Note.

Generate a Report That Includes Student Notes

Ellevation's Cumulative Folder Report compiles nearly all information from a student's profile, including Notes, and can be downloaded as a PDF, printed, or saved directly to the student's profile.

• To learn about the full range of reports Ellevation offers, see Learn about Reports.
• To generate a report, see Generate Reports.

Add Student Notes

Any user with edit access to Notes can add a Note to a student's profile. Notes are visible to everyone with access to that student's record in Ellevation, so check with your Ellevation Administrator for guidance on what constitutes an appropriate Note.

ℹ️ Note

Notes can also be added to Student Profiles during Meetings/LPACs. To learn more, see Configure Form Templates.

1. Navigate to the student's Notes tab.
   • Search for the student using the search bar:
     1. Use the search bar at the top right of your screen to search by name or ID number.
     2. Click the student's name to open their profile in the current tab, or click the Open icon to open it in a new tab.
     3. Click the Notes tab.
   • Or locate the student in the Student List:
     1. Apply Filters on the left to narrow your list and find the student.
     2. Hover over the student's name.
     3. Click the arrow to the right of the Student button that appears.
     4. Select Notes to open the student's Notes tab in a new tab.
2. Click + Add Note.
3. Fill in the Note details:
   • Add a Note Title.
   • Add Note Content.
   • The Note is pre-populated with the student's current Grade Level, your name as the Note Author, and today's date. To adjust any of these fields, use the dropdown menus.
4. Click Save.

Edit or Delete Student Notes

Ellevation Administrators can edit or delete any Note on a Student Profile. All other users can edit or delete Notes they have authored.

⚠️ Warning

Deleting a Note is permanent and cannot be undone. Confirm you have selected the correct Note record before clicking Remove in the confirmation popup.

1. Navigate to the student's Notes tab.
   • Search for the student using the search bar:
     1. Use the search bar at the top right of your screen to search by name or ID number.
     2. Click the student's name to open their profile in the current tab, or click the Open icon to open it in a new tab.
     3. Click the Notes tab.
   • Or locate the student in the Student List:
     1. Apply Filters on the left to narrow your list and find the student.
     2. Hover over the student's name.
     3. Click the arrow to the right of the Student button that appears.
     4. Select Notes to open the student's Notes tab in a new tab.
2. Edit or delete the Note:
   • To edit:
     1. Click Edit to the right of the Note record.
     2. Make any necessary changes.
     3. Click Save.
   • To delete:
     1. Click the Delete icon to the right of the Note record.
     2. Click Remove in the confirmation popup.