Creating Pastoral Care Notes

Creating Pastoral Care Notes

Pastoral care notes are entered through the Student Information Panel Pastoral care pane. For more detailed instructions, and information regarding entering notes and the pastoral care management process please refer to the Pastoral Care (Full Manual) .

IMPORTANT: Pastoral care notes restricted to 'Me Only' will still be visible to staff with the Admin permission 'PC: ALL RES'.

The steps for creating a pastoral care note are as follows:

1. Select the student name in the SIP.
2. Click the Enter pastoral care notes icon on the right-hand side.
3. Select the Pastoral Care Category.
4. If available (and applicable) select a Sub-Category.
5. If required adjust the Date and Time.
6. Enter the details of the Pastoral care note. If templates have been set up (the selection box will appear below the details box), selecting a template will populate the data in the details box. Multiple templates can be used in sequence, and the text can be edited.
7. Additional files can be attached to the note as applicable (i.e. photo of graffiti etc.) by clicking 'Add Files'.
8. Select applicable options ('Follow-Up', 'Present', 'Points' etc.). These may not appear as they are configured independently for each Pastoral care category.
9. If required, you can restrict the visibility of the note. To do this select Restrictions, then tick Restricted To. By default the note will be restricted to Me only. To see other options for restriction (if they have been set up) click on Me only to display the drop-down menu and select the group to restrict the note to.
10. Set the Notifications to staff, student and guardians as applicable.
11. If the information is being recorded on behalf of another staff member, select Aliases and then select their name using the drop-down list labelled On behalf of.
12. Click Save.
    • If the note applies to multiple students, these can be selected by clicking Save Many... (eg: for awarding co-curricular achievement to a class). Upon clicking Save many... a new window will open where you can select other students or cohorts/groups of students.
13. Once done, click Clear on the bottom right to delete the contents of the note and reset the Pastoral care pane.