View & Compose Official Notes
Admissions managers and staff can compose official notes, and reply to official notes sent to them, from the Inbox in the global navigation or from a candidate's detail page.
Admissions staff can also view all of a candidate's official notes on the candidate's detail page or view all of the official notes that they have composed in the global navigation.
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Select Official Notes from the global navigation.
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If necessary, select Admissions in the right-hand column.
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Select + Compose Official Note.
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Enter the following information:
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Candidate(s): Search for and select the candidate(s) for whom the official note will be written.
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Type: Select the appropriate official note type.
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Depending on the official note type, check the candidate, parent of candidate and/or staff checkboxes if those users should be able to view the official note. If a checkbox is grayed out, those users are required to view the official note.
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Select Template: If necessary, select the appropriate template. If “None” is selected, compose the message (use the available placeholders to personalize the official note).
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When the message is done, select Save as Draft or Send.
Note: Saved Official notes appear as expected in this list with a Draft status added.
Tip: Official Notes are available to parents to use as well from the global navigation at the top after they log in.
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Go to a candidate’s detail page.
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Select Compose Official Note.
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Enter the following information:
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Candidate(s): Search for and select the candidate(s) for whom the official note will be written.
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Type: Select the appropriate the official note type.
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Depending on the official note type, check the candidate, parent of candidate and/or staff checkboxes if those users should be able to view the official note. If a checkbox is grayed out, those users are required to view the official note.
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Select Template: If necessary, select the appropriate template. If “None” is selected, compose the message (use the available placeholders to personalize the official note).
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Select Preview Messages to review the official note with the actual data from the placeholders. If there are multiple recipients, use the Previous and Next buttons to view the note for each user. Select Back to Compose Message to return to the main screen.
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Once finished, select Save as Draft or Send.
Note: Saved Official notes appear as expected in this list with a Draft status added.
Tip: To add an external file like a PDF to the Official Note, use Insert/Edit Link from the Note section to link to the file's URL if it's posted somewhere.