Admissions Managers and Staff can compose official notes, and reply to official notes, from the Inbox in the global navigation or from a candidate's detail page.

To compose an official note from the Official Notes inbox:

  • Select Official Notes from the Inbox menu in the global navigation
  • If necessary, select Admissions in the right-hand column
  • Click Compose Official Note
    • Candidate(s): Search for and select the candidate(s) for whom the official note will be written.
    • Type: Select the appropriate official note type from the dropdown list.
    • 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.
    • Select Template: If necessary, select the appropriate template. If “None” is selected, compose the message (use the available placeholders to personalize the official note).
  • Click 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. Click Back to Compose Message to return to the main screen.
  • Click Save as Draft or Send

To compose an official note from a candidate’s detail page:

  • Go to a candidate’s detail page
  • Click Compose Official Note
  • Enter the following information:
    • Candidate(s): Search for and select the candidate(s) for whom the official note will be written
    • Type: Select the appropriate the official note type from the dropdown list
    • 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.
    • Select Template: If necessary, select the appropriate template. If “None” is selected, compose the message (use the available placeholders to personalize the official note).

  • Click 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. Click Back to Compose Message to return to the main screen.
  • Click Save as Draft or Send

Admissions Managers and Staff can view all of a candidate's official notes on the candidate's detail page. Managers and staff can also view all of the official notes that they have composed in the Inbox in the global navigation.

Note: An official note cannot be edited once sent. It can only be edited in draft mode.