How to: Add Notes/Interactions/Documents to a student record

Created by Chris Rowe, Modified on Tue, 17 Jun at 12:28 PM by Chris Rowe



1. Once logged in, use the Quick Links button at the top of the screen to search for a student by name or by number.


2. You are now in the Student Record, a one-page view of all of the student's Navigate data. 


3. There are three buttons at the top of the page: Add Document, Add Note and Add Interaction. 


4. Clicking on Add Document will bring up a form that requires a document title, date and time of upload, notes and a document.


5. Clicking on Add Note will bring up a form that requires a note title, date and time of upload, content of the note, and supporting documents. 


6. Clicking on Add Interaction will bring up a form that requires an interaction title, the type of interaction, the date and time it happened, any supporting notes, anyone else who attended the interaction and any supporting evidence. 


7. Anything added using these buttons will be visible in the audit trail at the bottom of the student record. Only college staff can see the audit trail - no students, employers or parents will be able to see this. 







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