Overview

Monthly we review and close Family Notes that are no longer needing to be highlighted.

Application

Step 1

Filter for Open Notes

• From the Family page
• Filter:
  1. Enrollment Status: Active
  2. By Notes: Open

Step 2

Review Notes

• Click Family Note icon
• Review Note to deem if it should remain open or should be closed
• Status:
  • OPEN & CRITICAL: Delicate Family & Do Not Re-enroll
  • OPEN & MEDIUM: Notes indicating most Keyword
  • use your best discretion - goal is to close notes that are not urgent to review or have been handled.

Tip: If multiple people are working use more filters. Example lesson day and note priority (low, medium, critical) to give a smaller number of families.