Add a Note

You can add a note to a family's account in Tuition Management. Notes are also used by the Parent Contact Center when a parent calls in. You can use notes to track communication between Tuition Management, your school, and a family. This is a place to track family issues or other activity.

Note: Parents do not have access to view notes.

  1. From the Families menu, select View All Families.

  2. Use the available filters to find the appropriate family.

  3. Select the Family Name.

  4. This opens the Main Family Page.

  5. Use the arrow button on the left side of the page (Arrow menu icon) and select Add a Note.

    Note: You can also find Add a Note via the Families menu while accessing a Main Family Page.

  6. Enter the following information:

    • Note or Request Type: Select one of the available options that best describes the note. This is a required field.

    • Subject: This is a required field and cannot exceed 200 characters.

    • Description: This is a required field and cannot exceed 8,000 characters.

    • Additional Information: Use this option field to include any information that does not fit into the description. This field cannot exceed 1,000 characters.

    • Followup Required: Select Yes if further review is required by account management.

    • Priority: You can set the priority for the note as Low, Normal, or High.

    • Call ID: You can add a call ID, if there is a specific call associated with the note.

    • Attachment: You can add files up to 10 MB.

  7. Select Save Note when finished.

You can view existing notes and requests for a family from their Main Family Page. Select a message to view it or enter remarks. Select Close when finished.

  1. From the Families menu, select View All Families.

  2. Use the available filters to find the appropriate family.

  3. Select the Family Name to open the Main Family Page.

  4. Under Notes & Requests, select an Open or In Progress note and review the request.

  5. Update the account if needed.

  6. Enter your remarks in the space provided and select Save Remark.

  7. Select Mark As Done if no further action is needed.

  8. Enter the adjustments/changes made or reason for denying the request under Resolution.

  9. Mark Send Email Notification to email the family the resolution. A copy of the email will be in the family's Communication History.

  10. Select Close.