Monitoring Teams

Monitoring teams allow users to have approval/view access for official notes without having the Comment Manager role. For example, administrators at the school can be members of a monitoring team so that they can monitor official notes about a group of students without having the full responsibility of being a Comment Manager.

To create a monitoring team:

  1. From the persona menu, select onRecord.

  2. Choose Settings and Comments.

  3. Select Monitoring Team.

  4. Select Add/Remove Team Members.

  5. Choose the Add tab.

  6. Use the filter options to search for a user.

  7. Select Search.

  8. Using the double arrows, move the selected user to the Added Users box on the right hand side of the screen.

  9. Select Save & Exit.

    Note: If the user should receive email notification of new official notes, check email on the Monitoring Team page and select Update E-mail.