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Feature: Advising Notes - Private Notes

Goal

Private notes serve a business need for specific departments that may need to share internal information that does not need to be shared widely to all users. This can be both department-specific information as well as personal information disclosed by a student that should not be widely shared. (working with OAS, meeting with SHAC, etc.)

Steps

  1. After following steps 1-8 of Feature: Advising Notes and selecting "yes" to private note, select the department(s) the private note will be shared with
    • clicking on the "here" link will show you a list of all users in each of these departments
  2. Enter the public note text
    • This will be visible by all users
    • Any information that is relevant to all users can be included here. For example "Student made up missed assignments for MA 131 and is feeling more confident after going to tutoring earlier this week." priv_advising1.png
  3. Enter the private note information 
    • This is information that the student shared that may be more personal in nature or only important for staff in your department. For example "Student scheduled upcoming exam with OAS." or "Student attendance impacting visa status."

    • Information entered here will only be seen by those that have access to the departments you picked above, as well as the Dean of Students and Slate for Current Students administrators.

  4. Click submit. You will be taken to a list of all of the notes for the student.priv_advising2.png

Automatic Notifications

There are no automatic notification as part of this process.

Automation Notes

Are there automations happening in the system when something from this feature is submitted or updated? This might need to be updated by the Slate Developer for the feature. 

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