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.
Note: you must have access to Learner Support in SchoolWise and have the required permission to add and edit categories. By default, the management role has access.
Creating a new category when adding a note
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. You can create note categories "on the fly".
Make sure you are in Learner Support and click on a Learner Profile. Located at the top centre of the profile you can see the Notes section. Click the + Add a Note button.
Complete the Title and the Note. 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 for you to select from that match what you enter. 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.
Creating a new category from the Tags and Categories screen
Click on the Manage button in Learner Support. Located under the Settings section is the Manage button.
Then click on the Tags and Categories button to display the edit screen.
Under the Learner Note Categories section, simply click the + button to create a new category. This will display the Create new learner note category screen.
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.
