Add Notes, Documents, and Interactions against a Student Record

Created by Chris Rowe, Modified on Tue, 13 Oct at 2:50 PM by Chris Rowe

Go to login.navigate.uk.com

1. Click Quick Links Menu

Once logged in, click the Quick Links menu.
Click Quick Links Menu


2. Type Student Name

Type the student's name in the "Search for a student" box.
Type Student Name


3. Select Student From The Dropdown

Click the student's name in the dropdown to view their record.
Select Student From The Dropdown


4. 3 Options To Add Info

At the top right of the student record, there are three buttons: "Add Document", "Add Note" and "Add Interaction".
3 Options To Add Info


5. Add Document

To add a document, click "Add Document".
Add Document


6. Complete the "Add Document" Form

The form requires a document title. Enter the date and time of upload and any notes. You can upload documents using the "Choose File" button, or add the URL in the URL box.
Complete the 'Add Document' Form


7. Add Note

To add a note, click "Add Note".
Add Note


8. Complete Form

Complete the form by adding a title for the note. Enter the date and time of upload, the content of the note and any supporting documents. You can upload documents using the "Choose File" button, or add the URL in the URL box.
Complete Form


9. Add an Interaction

To add an interaction, click "Add Interaction".
Add an Interaction


10. Complete Form

Complete the form by adding a title for the interaction. Enter the type of interaction and the date and time it happened. Add any supporting notes and anyone else who attended the interaction. Add supporting evidence using the "Choose File" button or a document URL.
Complete Form


11. Return to Audit Trail

Anything added using these buttons will be visible in the Audit Trail. Only college staff can see the Audit Trail. No students, employers or parents will be able to see it.
Return to Audit Trail


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