Taking action on a learner has never been easier. Everything you need is one click away from the Actions column next to each learner. Simply click on the context menu (three dots) to display the list of actions.

Whatever action you take for a learner, a record of that action will be stored with their learner profile. This way, you can view any previous actions you have taken and be confident in knowing it is securely saved with their profile.

Click on an action to display the relevant screen where you complete the action without navigating away from the Dashboard.

Let's take a look at the ways you can take action

One of the most common actions is recording a note. Notes are added for various reasons such as a teacher observation where a learner might be acting out, not turning in their work or not engaging with their peers. Other situations such as a phone call home, a meeting with parents or a message in a journal are among other reasons you might want to record a note.

Now, you have instant access to record, organise and store notes in one central place inside SchoolWise. Right here on the Gradebook Dashboard.

Simply click on the Actions button next to the learner and select the Add a Note option from the menu. This displays the add a note screen.

You then need to give the note a Title and complete the details of the Note. You optionally can provide a category but we would encourage you to provide one. This makes it easier to search for notes later. We would also encourage you to use the categories already provided rather than creating new ones each time.

If you would like other teachers who also have the learner in their class to be able to view your note then toggle the Viewable by Class Teachers to green. Once you are done click the Create button to save your note.

Messaging only those teachers who have the learner in their class has never been easier. SchoolWise retrieves a list of teachers from the learners' timetable and automatically adds them to the recipients of the message. You only need to click the Message Teachers option from the Actions menu.

You then need to provide a Subject for the message along with details of the Message. You optionally can send a copy of the message to another role by setting the toggle to Green. In this example, I have set the Send a copy of this message to Year Heads. In this instance, the message does not go to all year heads, only those assigned to the learner.

Once you are done click the Send button. The message immediately goes to the teachers of the learner and anyone from the roles you selected. The message is delivered to their SchoolWise Message Center inbox. If a recipient does not read the message, it is included in the end-of-day email which is delivered to their email inbox. This way nothing goes unmissed.

This works the exact same way as the Message Teachers option. Instead of you having to remember the year head or switch to another application to find out, you click the Message Year Head option from the Actions menu. The year head is automatically added to the recipient list.

Learners who have an ILP (indicated by the checkmark in the ILP column) will have the option for you to add a progress note. This note will be saved with the ILP and visible to the learning support team along with the coordinator for the plan.

Progress notes from all teachers are saved with the plan and enable learning support to iterate the plan and determine what is working well and what is not. You can provide details of what is working well in your subject area for the learner.

Simply click on the Actions button next to the learner and select the Add a progress note to an ILP option from the menu. This displays the add a Progress Note screen.

You then need to provide a Date for your progress note along with details of the Note. You optionally notify the coordinator and lead teachers for the ILP. This lets them know you submitted a progress note. Once you are done click Save.

Each time you take action on a learner, a record of that action is stored on their Learner Profile. You can access a leaner profile right from the Dashboard.

This removes the need for you to manually record these interactions for a learner and be confident in knowing they are securely stored in SchoolWise. Click on the Actions menu and select View learner profile. This will navigate away from the Dashboard and take you to the Learner Profile screen.

Located at the top of the Learner Profile are all the notes you have added along with any other notes shared by your colleagues. You can use the Category drop-down to filter the notes. This is why it is useful to use a category when adding a note.

Simply click on a note to view the details.

Located further down the Learner Profile are any conversations that you started. You can click on a conversation to view the messages.

You first need to click on the ILP where you added the progress note. This will open the ILP screen and the details of the plan.

Located at the bottom of the plan under the Monitoring and Review section are the Progress Notes. You can view your progress notes and click on a note to view the full details of the note.