This guide will explain how to use the Student Notes Grid. We'll assume you've already completed the Quick Select process. If not, you can find instructions in our separate article Create Student Notes
Note: Once on the Student Note Grid make sure to scroll all the way to the right to see all of your logging options.
Editing Cells:
- Double-click any cell to open a dedicated editor for that specific information.
Type Column:
- The Type Column allows you to set a specific note type. An Administrator can customize this list for their district, check out Edit Student Note Types (Administrator Only)
Duplicating Rows:
- Select the cell(s) you want to copy.
- Click the gray "Duplicate" button at the top of the page.
- A new row will appear below with the same information, except for the date. You'll need to enter a new date for the copied row.
Removing Rows:
- Select the row you want to remove.
- Click the yellow "Remove" button.
- This removes the row from the current view but doesn't delete it permanently (for existing notes).
- To permanently delete a note, see the instructions at the end of this article.
Copying and Pasting:
- Click and Drag:
- Click the cell you want to copy.
- Hover over the bottom right corner until you see the drag cursor.
- Drag the cursor down to copy the cell's content into multiple rows.
- Keyboard Shortcuts: You can also use Ctrl+C to copy and Ctrl+V to paste cells.
Submitting Notes:
- Submit All: Click the blue "Submit All" button in the lower right corner to submit all your student notes at once.
- Submit Specific Notes:
- Check the box(es) in the far left column for the individual rows you want to submit.
- Click the blue "Submit" button.
The grid will perform a quick check. If everything looks good, your notes will be saved, and you'll see a green confirmation message with a green circle icon appearing next to each submitted row. If there are errors, you'll see warning messages with instructions on how to fix them. You can also refer to our article on Understanding Student Notes Grid Validation
Note: You can only submit a maximum of 100 notes at a time. Submit them in batches if you have more than 100 notes.
Editing After Submission:
- Click on the cell you want to edit and make the changes.
- Re-submit the specific note by checking the box and clicking "Submit All" again.
Note: You can edit all cells except "Student." To change the student, you'll need to delete the existing note and create a new one with the correct student information.
Deleting Notes:
- Check the box next to the note you want to delete.
- Click the red “Delete” button.
- A confirmation message will appear. Follow the prompts to permanently delete the note.
Note: Clicking the yellow “Remove” button will not delete the note, it will simply remove it from the grid.
