13 STEPS

1. Events allow you to track and classify information about students. The first step is to open a record and click Events.

2. Click Add Record...

3. Enter the date

4. Choose the event type from the dropdown menu

5. You can enter some preliminary notes now, or wait until the next step.

6. Click UPDATE

7. Once the event has been added and saved, you can view it. Go to the event in the list and click the View Record button.

8. You can now enter notes if you did not do so in the previous step.

9. You can assign the task to a faculty or staff member to notify them that it has been created. If you choose to do this, remember that records are searched Last Name First (i.e. Jason Jones becomes Jones, Jason). Enter the name and press tab.

10. Click UPDATE when finished to save. If you decided to send an email notification, this is when the email would get sent.

11. This is what the email notification looks like.

12.  Click Files to view and add files to an event.

13. Click Attach Files to upload a file if desired.