The Organization College Notes feature allows advisors to capture information about a college that is NOT specific to any one student. The student specific comments can go into the Discuss area in the student's college list.
The Organization College Notes has two key sections:
- Organization notes are visible to all student, connections and advisors in the organization. These notes will be labeled with the organization name and be available on the College Information profile and in the College Information Report. The organization note can be updated by any advisor that has administrative permissions.
- Advisor notes allows each advisor to keep notes that are NOT visible to students and connections, but are visible to other advisors within your organization.
Where to find the Organization College Notes
Organization College Notes can be added from two places: the launchpad or a college list.
When on the launchpad, select the "Update College Notes" link in the "Work with Colleges" box on the left hand side. This will take you to a page that can be used to select a college and add the notes. This area is good to use when you have inputs for one or more colleges and just want to add them, without any reference to a student or college list.
The second place that an advisor can add an Organization College Note is from a student's My College page or List Summary page. This is available so that if you are doing research for a specific student, you can also capture the information for more general availability. When looking at these pages, select the "i" info icon next to the college name. This will open up the college information profile in a new tab. The "College Notes" tab will allow you to save notes. Note that only advisors will be able to save notes - others will only be able to view.
How to update the Organization College Notes
If working from a student's college list, just click the "College Notes" tab, as the college is already selected.
If the launchpad was used to access the college notes, the first step is to select a college. Start typing the name or key parts of the college name and then select the full college name from the dropdown that appears with matches. Once the college name is selected, the current organization and advisors notes are shown, including names and dates of when the information was last updated.
Organization College Notes can be updated by any administrator advisor (see Organization Information under My Account to verify or update an advisor's permissions). The name and date of the last update is available.
Every advisor can add their own notes and see when they were last updated.
Lastly, in this section, advisors can see the notes of other advisors in their organzation.
Be sure to SAVE all updates using the blue button at the bottom of the screen. You may need to scroll to see the button in some cases.
A link is provided on the Organization Note above the last modified date to quickly view the organization note on the College Information page to ensure it looks as desired before doing a final save.
Where do students and connections see the Organization College Notes?
Student, connections and all advisors will see the Organization Note in the College Information page and College Information Report after the College Synopsis. The new section is labeled with the organization's name.
The advisor notes are not shown to student and connections, but can be copied and pasted into the Discuss tab, with modifications as appropriate, for specific students.
A second place that users, including students and connections, can see the organization college notes is from the college list. An icon in the lower left hand corner of a college is available if a college note has been added for the school.
The organization college notes are also available on the College Information Report.