Manage notes

From the Utility Apps menu, choose MTSS Interventions, and then select an intervention to open the intervention details. You can create notes for the entire intervention or for individual students, and upload attachments to each note.

Add a note

You can add a note from the Notes or Observations page.

From the Notes page

1. Select Intervention Notes.
2. On the Notes tab, click Add Note.
3. Enter the note details.
4. Select whether the note is Private or Public.
5. Select a date to add the note to a meeting date.
   1. The date field is prepopulated with today's date or the most recent meeting date.
   2. Remove the date to save the note without a date. 
6. If needed, link the note to a student.
7. To add an attachment, click the paperclip icon.
   1. Select the document to upload.
   2. Click Attach.
8. Click Save.

From the Observations page

1. Select the Observations tab.
2. In the Notes column, click the notes icon on a student record. Alternatively, click the notes number and select Add new note.
3. Enter the note details.
4. Select whether the note is Private or Public.
5. To add an attachment, click Upload attachment.
   1. Select the document to upload.
   2. Click Attach.
6. Click Save.

Update a note

From the Notes tab

1. Select Intervention Notes.
2. On the Notes tab, select the Edit (pencil) icon on an existing intervention note. 
3. Update the note details as needed.
4. Click Save.

From the Observations page

1. Select the Observations tab.
2. In the Notes column, click the notes number on a student record and select the desired note.
3. Update the note details as needed.
4. Click Save.

Reply to a note

1. Select Intervention Notes.
2. On the Notes tab, click Reply on an existing intervention note. 
3. Enter your message and click Add Reply. 

Review attachments

1. Select Intervention Notes.
2. Click the Attachments tab.
3. Select an attachment to preview it in a new browser window.
4. Close the browser window when finished reviewing.

Delete an attachment

You can delete attachments from the Notes tab, the Attachments tab, or the Observations page.

From the Notes tab

1. Select Intervention Notes.
2. Select the Notes tab.
3. On the Notes tab, click the delete ( x ) icon next the attachment you want to delete. 
4. Click Save.

From the Attachments tab

1. Select Intervention Notes.
2. Select the Attachments tab.
3. Click the delete (trash) icon next the attachment you want to delete. 
4. Click Delete attachment.

From the Observations page

1. Select the Observations tab.
2. In the Notes column, click the notes number on a student record and select the desired note.
3. In the Attachments section, click the delete ( x ) icon next the attachment you want to delete. 
4. Click Save.