Capturing learner interactions using notes on a learner profile is a powerful feature of SchoolWise. Some learners will have more interactions than others. In a busy school environment, there will be many of these interactions captured across the school over a week, a month, a term and over the entire school year.

Assigning categories to these notes makes it easy to filter and find these interactions when it comes to identifying concerns, finding notes in the last 30 days for a care team meeting, filtering parent interactions for a phone call home or to catch teacher observations.

Having these categories setup in SchoolWise makes sure that everyone has what they need when it comes to capturing interactions. Let's take a look at how you can create and manage categories.

When you are capturing an interaction on a learner profile by adding a note, you can create a category "on the fly". This removes the need for you to cancel the note and switch to another screen to create the category.

Make sure you are on the Notes tab of the Learner Profile and click the + Add Note button.

Complete the Title and the Details of the note and click Next. Start entering the name of the new category that you want to create in the Category box. This will search and filter any existing categories. This ensures that you don't "double up" or create duplicate categories. If the new category does not match any existing categories, you will be prompted to Create new category. Simply click on this text.

This will assign the category to the note and add the new category to the list so that it is available for everyone to select from going forward.

Under the Manage section click on the Tags and Categories option and scroll down until you see Learner Notes Categories.

Browser view

Teams view

Enter the name of the new category that you want to create and click Create. This will add it to the list for everyone to select from when adding a note.