Monitoring Teams

From the persona menu, select Academics.

Choose Communication and then select Official notes.

Select Official notes monitoring team.

Select Add.

(Optional): Enter a Sort Order. This determines the order in which teams appear on the Official notes monitoring team tab.

Enter a Description. This is the name of the new monitoring team you are creating.

Select whether team members should have the following:

• E-mail Access: Team members will receive an email when a new Official Notes is added for one of the students they are monitoring.

• Approval Access: Team members will be able to approve or deny Official Notes when they are added for one of the students they are monitoring.

Under Members, you will add members to the monitoring team. Use the filters and search bar to find the users, then select their names. To select multiple users, you can use the Ctrl+click and Shift+click functions. Select Add to Group >>.

Under Comment Types, you will select the types of Official Notes this team will be able to access. Use the School Level and Grade level selectors, then select the comment types you would like to include. You can use the Ctrl+click or Shift+click functions to select multiple comment types. Select Add Access.

Return to the top of the page and select Save & Exit.