When you add a note to a student’s record, you can optionally select a category to put the note in, such as Medical or Home. You can later use this category to filter notes in reports.

  1. On the Home screen, click Define List.
  2. In the Available Fields list, click Student > Notes Categories.
  3. Click Add.
  4. Enter a description, and click OK.
  1. On the Home screen, click Define Lists.
  2. In the Available Fields list, click Student > Notes Categories.
  3. Select a note type, and click Edit.
  4. Enter a new description, and click OK.
  1. On the Home screen, click Define Lists.
  2. In the Available Fields list, click Student > Notes Categories.
  3. Select a note type, and click Delete.
  4. Click Yes.
  5. Click OK.

Manage Student Records