Create Notes Outside of a Session

Occasionaly, notes may need to be added to a student's profile in Achieve outside of a documented session. This guide goes over how to do this.

1

Click on the "Student" tab

location of the student tab in Achieve

 
2

Search for the student a note needs to be added to

Use their A-number, name (last name, first name), or email address, to search for the student.
location of the search bar in the student tab

 
3

Select "Actions" then "Notes"

location of the Actions & Note buttons on a student's profile

 
4

Specify the note options

  1. Note Types: Includes the following: Program Note; Note for Student (Public - Student Visible), Early Alert; Referral Note; Program Note; Advisor Private Note; Note about Student (Private - Student Invisible); and Internal Notes.
    • To add a note tied to a program, select the Program Note option.
  2. Department: Specify the department the note should be associated with.
  3. Program: Specify the program the note should be associated with.

the department and program options when creating a note

 
5

Add the note in the "Note" text box then select "Add Note"

the text box to add a note to and the Add Note button