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Learner Profile
Importing Learner Profile DataIf you need to bulk import or update learner profile data then this article will show you how
Learner Profile Note PermissionsWho can view a note on a learner profile and ways in which you can secure and notes
How to Add a Note on a Learner ProfileCapture or record all interactions such as a phone call or meeting with a parent, care team, guidance or pastoral care issues with a note
Creating and Viewing a Referral NoteThe process of how to create and view a referral note for a learner
Creating and Managing Categories for Notes on a Learner ProfileHow to create or modify categories used for capturing notes on a learner profile
How to add Notes for Teachers on a Learner ProfileHow to make teachers aware of any critical information they need to know about the learners in their class using notes for teachers
How to tag a Learner ProfileTagging a learner to create lists, manage internal systems or communications. Learn how to move away from messy spreadsheets.
Priority tags on Learner ProfilesGreat for internal systems such as Lean In or Focus In, managing important lists and notifiying teachers of critical learner information
How to create a new tag in Learner SupportIf you need to create a new tag for use with learner profiles then this article will show you how
How to Edit a Learner's DetailsThis article will show you how you can edit a learner's details within their Learner Profile.
How to Add and Delete Learner AttributesThis article will show you how you can add and delete different Learner Attributes on a Learner Profile.
How to view CAT4 data in a Learner ProfileThis article will show you where you can view a learners CAT4 results in their Learner Profile
How to Add Medical Notes and DocumentsThis article will show you how to add medical notes and documents to a learner's profile.
How to Add a Document to a Learner ProfileThis article will show you how you can add a document to a Learner Profile within Learner Support.
How to Assign Year Heads and Tutors to LearnersThis article will show you how to assign Year Heads/Tutors to learners within Learner Support.
Linked NotesCreate a new note but link it to an original note. Great for follow-ups and additional information to keep things better organised