Official note templates can be associated with official note types. When composing an official note, Admissions Managers and Staff can select a note type (e.g. Follow Up) and then select an associated template (e.g. Follow Up - Campus Visit).

To create an official note type:

  • From the persona menu, select onBoard

  • Select Official Notes under Settings

  • Click Add Type

  • Establish the following options:

    • Type Name: Enter a descriptive name for the note type (e.g. Phone Call)

    • Status: Select "Inactive" if the note type should no longer be used.

    • Templates: Select the templates that should be available when composing this type of note.

    • Access: Select Display if the author of the official note can choose to share the note with candidates, parents of candidates and/or staff. Select Required if the note should automatically be shared with candidates, parents of candidates and/or staff. Select Email if an email should be sent to candidates, parents of candidates and/or staff when a note is written.

  • Click Save & Close

For each note type, managers can determine if candidates, parents of candidates and/or staff can view the notes. Managers can also determine if users should receive an email alerting them when a new note is written.

Candidates and their families will see the official note types in their Inbox and on their Official Notes page.