About Maintaining Pastoral Records

The Pastoral Management module can be used to view, delete and make amendments and additions to pastoral records. This includes being able to add and amend pastoral record notes and actions and mark actions 'complete'.

The options you see depend upon the permissions set by your System Administrator.

Staff access to pastoral records can be limited to protect pupil confidentiality. Records are normally available to the person who created them, staff linked to the record's category and Pastoral Management Administrators.

For more information about categories, see Configuring Categories.

  1. Find the pastoral record that you would like to view via the Pastoral Management Dashboard OR the Pastoral Record Search screen:

    • The Pastoral Management Dashboard.

      1. Go to Pastoral / Behaviour > Pastoral Management > Dashboard.

        Your Pastoral Management Dashboard screen appears, listing actions you are due to complete and recently added records that you can access.

        The Pastoral Management dashboard

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. (Optional) Use the Page icons beneath a grid to navigate between pages of records.

        • Click Arrow pointing left or Arrow pointing right underneath the grid on the left-hand side to move between pages.

        • Click Vertical line and an arrow pointing left to go to the first page or Arrow pointing right and a vertical line to go to the last page.

        • Click in the Page field and type the number of the page you want. Page 1 of 1 option

    • The Pastoral Record Search screen.

      1. Do ONE of the following:

        • Go to Pastoral / Behaviour > Pastoral Management > Search.
        • Go to Pastoral / Behaviour > Pastoral Management > Dashboard and click Search More Pastoral Records in the bottom right-hand corner of the Pastoral Management Dashboard screen.

        The Pastoral Record Search screen appears.

        Pastoral Record Search screen

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. Enter your search criteria in one or more of the fields at the top of the screen OR select a saved search using the Search drop list.

        You can search by:

        Field Action
        Pupil name(s) Type all or part of a pupil's name into this field.
        Form Type all or part of a form into this field.
        Reason(s) Type all or part of a pastoral record reason into this field.
        Heading Type all or part of a heading into this field.
        Raised by Type all or part of a colleague's name into this field.
        Status Use this drop list to select the status of the pastoral record you require. The options available are 'Open', 'Closed' or 'Deleted' (Pastoral Management Administrators only).
        Category Use this drop list to select the category of pastoral record you require.
        Year Group Type a year group into this field.
        Group Tutor Type all or part of the name of a group tutor into this field.
        Section Type all or part of the name of a section into this field.
        Action required Use this drop list to select 'Yes' or 'No'.
        Action Required by Staff Type all or part of the name of a member of staff in this field to find any outstanding actions for them.
        Action required by date Click in these fields and select the relevant date in the Calendar popup that appears.
        Date Use these two fields to find records by when issues were reported. Put the same date in both fields to see records added on a single day OR different dates to see those logged in a set time period. Click in a field and type the required date OR click on it in the calendar that appears.
        Select pupil type Use the drop list to select the types of pupil you would like to find, i.e. current, past or both.
        Search in logged Academic year only Tick this check box to limit your search to the logged in academic year.

        To begin a completely new search, click Clear. To search on more than one criterion, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

      3. (Optional) To save the search criteria and re-run the same search in the future, click Save, enter a name for the search in the popup that appears and click Yes.

        To re-use a saved search, select it using the Search drop list.

      4. Click Search. Your results populate the grid.

      5. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

        • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

        • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

        • Use the Page Size options to see more records on each page.

          Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  2. Click Magnifying glass icon next to the record you would like to see in more detail.

    The relevant View a Pastoral Record screen appears.

    A View a Pastoral Record screen

  3. (Optional) Do ONE of the following:

    • Click Edit to amend the record.
    • Click Delete to go to the Delete a Pastoral Record screen and remove the record from the system.
    • Click Download Audit icon of grey oblong containing arrow pointing downwards towards a horizontal rectangle to generate an audit file for the record.
    • Click Pastoral Management record Print icon to open a Print dialog. Select a printer and click Print to print the record.

  1. Find the record to which the note is attached via either the Pastoral Management Dashboard OR the Pastoral Record Search screen.

    • The Pastoral Management Dashboard.

      1. Go to Pastoral / Behaviour > Pastoral Management > Dashboard.

        Your Pastoral Management Dashboard screen appears, listing actions you are due to complete and recently added records that you can access.

        The Pastoral Management dashboard

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. (Optional) Use the Page icons beneath a grid to navigate between pages of records.

        • Click Arrow pointing left or Arrow pointing right underneath the grid on the left-hand side to move between pages.

        • Click Vertical line and an arrow pointing left to go to the first page or Arrow pointing right and a vertical line to go to the last page.

        • Click in the Page field and type the number of the page you want. Page 1 of 1 option

    • The Pastoral Record Search screen.

      1. Do ONE of the following:

        • Go to Pastoral / Behaviour > Pastoral Management > Search.
        • Go to Pastoral / Behaviour > Pastoral Management > Dashboard and click Search More Pastoral Records in the bottom right-hand corner of the Pastoral Management Dashboard screen.

        The Pastoral Record Search screen appears.

        Pastoral Record Search screen

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. Enter your search criteria in one or more of the fields at the top of the screen OR select a saved search using the Search drop list.

        You can search by:

        Field Action
        Pupil name(s) Type all or part of a pupil's name into this field.
        Form Type all or part of a form into this field.
        Reason(s) Type all or part of a pastoral record reason into this field.
        Heading Type all or part of a heading into this field.
        Raised by Type all or part of a colleague's name into this field.
        Status Use this drop list to select the status of the pastoral record you require. The options available are 'Open', 'Closed' or 'Deleted' (Pastoral Management Administrators only).
        Category Use this drop list to select the category of pastoral record you require.
        Year Group Type a year group into this field.
        Group Tutor Type all or part of the name of a group tutor into this field.
        Section Type all or part of the name of a section into this field.
        Action required Use this drop list to select 'Yes' or 'No'.
        Action Required by Staff Type all or part of the name of a member of staff in this field to find any outstanding actions for them.
        Action required by date Click in these fields and select the relevant date in the Calendar popup that appears.
        Date Use these two fields to find records by when issues were reported. Put the same date in both fields to see records added on a single day OR different dates to see those logged in a set time period. Click in a field and type the required date OR click on it in the calendar that appears.
        Select pupil type Use the drop list to select the types of pupil you would like to find, i.e. current, past or both.
        Search in logged Academic year only Tick this check box to limit your search to the logged in academic year.

        To begin a completely new search, click Clear. To search on more than one criterion, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

      3. (Optional) To save the search criteria and re-run the same search in the future, click Save, enter a name for the search in the popup that appears and click Yes.

        To re-use a saved search, select it using the Search drop list.

      4. Click Search. Your results populate the grid.

      5. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

        • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

        • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

        • Use the Page Size options to see more records on each page.

          Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  2. Click Magnifying glass icon next to the relevant record.

    The appropriate View a Pastoral Record screen appears.

  3. Find the note you would like to view.

    1. Scroll down the screen to the Notes section.

      Pastoral management record notes search options

    2. Enter your search criteria in one or more of the fields. You can search by:

      Field Action
      Pupil name Type all or part of the pupil's name into this field OR click Arrow pointing down to select from the drop list. Click on your choice in the list that appears.
      Child protection concern form 1 / Child protection concern form 2 / Wellbeing concern form 1 / Wellbeing concern form 2 (Scottish Schools Only) Use a drop list to select a GIRFEC form to search by.

      To begin a completely new search, click Clear. To search on more than one criteria, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

    3. Click Search. The results appear in full below the Notes section.

    4. (Optional) Click Sort Ascending or Sort Descending to list the notes chronologically in either ascending or descending order.

      Pastoral management record notes search with sort buttons highlighted

    5. (Optional) Use the Page icons beneath the notes to navigate between pages of results.

      • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

      • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

      • Use the Page Size options to see more records on each page.

        Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  4. Do ONE of the following:

    • Click Clear to remove the current search criteria and undertake a new search.

    • Click Edit to amend the record.

    • Click Delete to go to the Delete a Pastoral Record screen and remove the record from the system.
    • Click Download Audit icon of grey oblong containing arrow pointing downwards towards a horizontal rectangle to generate an audit file for the record.
    • Click Pastoral Management record Print icon to open a Print dialog. Select a printer and click Print to print the record.

  1. Find the pastoral record that you would like to edit via the Pastoral Management Dashboard OR the Pastoral Record Search screen.

    • The Pastoral Management Dashboard.

      1. Go to Pastoral / Behaviour > Pastoral Management > Dashboard.

        Your Pastoral Management Dashboard screen appears, listing actions you are due to complete and recently added records that you can access.

        The Pastoral Management dashboard

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. (Optional) Use the Page icons beneath a grid to navigate between pages of records.

        • Click Arrow pointing left or Arrow pointing right underneath the grid on the left-hand side to move between pages.

        • Click Vertical line and an arrow pointing left to go to the first page or Arrow pointing right and a vertical line to go to the last page.

        • Click in the Page field and type the number of the page you want. Page 1 of 1 option

    • The Pastoral Record Search screen.

      1. Do ONE of the following:

        • Go to Pastoral / Behaviour > Pastoral Management > Search.
        • Go to Pastoral / Behaviour > Pastoral Management > Dashboard and click Search More Pastoral Records in the bottom right-hand corner of the Pastoral Management Dashboard screen.

        The Pastoral Record Search screen appears.

        Pastoral Record Search screen

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. Enter your search criteria in one or more of the fields at the top of the screen OR select a saved search using the Search drop list.

        You can search by:

        Field Action
        Pupil name(s) Type all or part of a pupil's name into this field.
        Form Type all or part of a form into this field.
        Reason(s) Type all or part of a pastoral record reason into this field.
        Heading Type all or part of a heading into this field.
        Raised by Type all or part of a colleague's name into this field.
        Status Use this drop list to select the status of the pastoral record you require. The options available are 'Open', 'Closed' or 'Deleted' (Pastoral Management Administrators only).
        Category Use this drop list to select the category of pastoral record you require.
        Year Group Type a year group into this field.
        Group Tutor Type all or part of the name of a group tutor into this field.
        Section Type all or part of the name of a section into this field.
        Action required Use this drop list to select 'Yes' or 'No'.
        Action Required by Staff Type all or part of the name of a member of staff in this field to find any outstanding actions for them.
        Action required by date Click in these fields and select the relevant date in the Calendar popup that appears.
        Date Use these two fields to find records by when issues were reported. Put the same date in both fields to see records added on a single day OR different dates to see those logged in a set time period. Click in a field and type the required date OR click on it in the calendar that appears.
        Select pupil type Use the drop list to select the types of pupil you would like to find, i.e. current, past or both.
        Search in logged Academic year only Tick this check box to limit your search to the logged in academic year.

        To begin a completely new search, click Clear. To search on more than one criterion, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

      3. (Optional) To save the search criteria and re-run the same search in the future, click Save, enter a name for the search in the popup that appears and click Yes.

        To re-use a saved search, select it using the Search drop list.

      4. Click Search. Your results populate the grid.

      5. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

        • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

        • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

        • Use the Page Size options to see more records on each page.

          Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  2. Click Edit icon next to the record you would like to edit.

    The relevant Edit a Pastoral Record screen appears.

    An Edit a Pastoral Record screen

  3. Make your changes, as required.

  4. (Optional) Edit the pastoral record's note(s), if required.
  5. Click Save.

  1. Find the pastoral record to which the note is attached via the Pastoral Management Dashboard OR the Pastoral Record Search screen.

    • The Pastoral Management Dashboard.

      1. Go to Pastoral / Behaviour > Pastoral Management > Dashboard.

        Your Pastoral Management Dashboard screen appears, listing actions you are due to complete and recently added records that you can access.

        The Pastoral Management dashboard

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. (Optional) Use the Page icons beneath a grid to navigate between pages of records.

        • Click Arrow pointing left or Arrow pointing right underneath the grid on the left-hand side to move between pages.

        • Click Vertical line and an arrow pointing left to go to the first page or Arrow pointing right and a vertical line to go to the last page.

        • Click in the Page field and type the number of the page you want. Page 1 of 1 option

    • The Pastoral Record Search screen.

      1. Do ONE of the following:

        • Go to Pastoral / Behaviour > Pastoral Management > Search.
        • Go to Pastoral / Behaviour > Pastoral Management > Dashboard and click Search More Pastoral Records in the bottom right-hand corner of the Pastoral Management Dashboard screen.

        The Pastoral Record Search screen appears.

        Pastoral Record Search screen

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. Enter your search criteria in one or more of the fields at the top of the screen OR select a saved search using the Search drop list.

        You can search by:

        Field Action
        Pupil name(s) Type all or part of a pupil's name into this field.
        Form Type all or part of a form into this field.
        Reason(s) Type all or part of a pastoral record reason into this field.
        Heading Type all or part of a heading into this field.
        Raised by Type all or part of a colleague's name into this field.
        Status Use this drop list to select the status of the pastoral record you require. The options available are 'Open', 'Closed' or 'Deleted' (Pastoral Management Administrators only).
        Category Use this drop list to select the category of pastoral record you require.
        Year Group Type a year group into this field.
        Group Tutor Type all or part of the name of a group tutor into this field.
        Section Type all or part of the name of a section into this field.
        Action required Use this drop list to select 'Yes' or 'No'.
        Action Required by Staff Type all or part of the name of a member of staff in this field to find any outstanding actions for them.
        Action required by date Click in these fields and select the relevant date in the Calendar popup that appears.
        Date Use these two fields to find records by when issues were reported. Put the same date in both fields to see records added on a single day OR different dates to see those logged in a set time period. Click in a field and type the required date OR click on it in the calendar that appears.
        Select pupil type Use the drop list to select the types of pupil you would like to find, i.e. current, past or both.
        Search in logged Academic year only Tick this check box to limit your search to the logged in academic year.

        To begin a completely new search, click Clear. To search on more than one criterion, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

      3. (Optional) To save the search criteria and re-run the same search in the future, click Save, enter a name for the search in the popup that appears and click Yes.

        To re-use a saved search, select it using the Search drop list.

      4. Click Search. Your results populate the grid.

      5. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

        • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

        • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

        • Use the Page Size options to see more records on each page.

          Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  2. Click Edit icon next to the relevant record.

    The appropriate Edit a Pastoral Record screen appears.

    An Edit a Pastoral Record screen

  3. Find the note you would like to amend.

    1. Scroll down the screen to the Notes section.

      Pastoral management record notes search options

    2. Enter your search criteria in one or more of the fields. You can search by:

      Field Action
      Pupil name Type all or part of the pupil's name into this field OR click Arrow pointing down to select from the drop list. Click on your choice in the list that appears.
      Child protection concern form 1 / Child protection concern form 2 / Wellbeing concern form 1 / Wellbeing concern form 2 (Scottish Schools Only) Use a drop list to select a GIRFEC form to search by.

      To begin a completely new search, click Clear. To search on more than one criteria, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

    3. Click Search. The results appear in full below the Notes section.

    4. (Optional) Click Sort Ascending or Sort Descending to list the notes chronologically in either ascending or descending order.

      Pastoral management record notes search with sort buttons highlighted

    5. (Optional) Use the Page icons beneath the notes to navigate between pages of results.

      • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

      • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

      • Use the Page Size options to see more records on each page.

        Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  4. Click Edit next to the heading of the note you would like to amend.

  5. Make your changes, as required.

  6. Click Save.

    If you have added staff to the note who do NOT already have access to the associated pastoral record, a popup message appears. Click OK to give the additional users access to the main pastoral record too.
    Popup message

  1. Access the record to which the action / note is attached via the Pastoral Management Dashboard OR the Pastoral Record Search screen.

    • The Pastoral Management Dashboard.

      1. Go to Pastoral / Behaviour > Pastoral Management > Dashboard.

        Your Pastoral Management Dashboard screen appears, listing actions you are due to complete and recently added records that you can access.

        The Pastoral Management dashboard

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. (Optional) Use the Page icons beneath a grid to navigate between pages of records.

        • Click Arrow pointing left or Arrow pointing right underneath the grid on the left-hand side to move between pages.

        • Click Vertical line and an arrow pointing left to go to the first page or Arrow pointing right and a vertical line to go to the last page.

        • Click in the Page field and type the number of the page you want. Page 1 of 1 option

    • The Pastoral Record Search screen.

      1. Do ONE of the following:

        • Go to Pastoral / Behaviour > Pastoral Management > Search.
        • Go to Pastoral / Behaviour > Pastoral Management > Dashboard and click Search More Pastoral Records in the bottom right-hand corner of the Pastoral Management Dashboard screen.

        The Pastoral Record Search screen appears.

        Pastoral Record Search screen

        You can re-order a grid by single-clicking on fields in the header row. If Black arrow pointing up. is displayed, the list is ordered from A to Z / lowest to highest. If Black arrow pointing down. appears, the list is ordered from Z to A / highest to lowest.

      2. Enter your search criteria in one or more of the fields at the top of the screen OR select a saved search using the Search drop list.

        You can search by:

        Field Action
        Pupil name(s) Type all or part of a pupil's name into this field.
        Form Type all or part of a form into this field.
        Reason(s) Type all or part of a pastoral record reason into this field.
        Heading Type all or part of a heading into this field.
        Raised by Type all or part of a colleague's name into this field.
        Status Use this drop list to select the status of the pastoral record you require. The options available are 'Open', 'Closed' or 'Deleted' (Pastoral Management Administrators only).
        Category Use this drop list to select the category of pastoral record you require.
        Year Group Type a year group into this field.
        Group Tutor Type all or part of the name of a group tutor into this field.
        Section Type all or part of the name of a section into this field.
        Action required Use this drop list to select 'Yes' or 'No'.
        Action Required by Staff Type all or part of the name of a member of staff in this field to find any outstanding actions for them.
        Action required by date Click in these fields and select the relevant date in the Calendar popup that appears.
        Date Use these two fields to find records by when issues were reported. Put the same date in both fields to see records added on a single day OR different dates to see those logged in a set time period. Click in a field and type the required date OR click on it in the calendar that appears.
        Select pupil type Use the drop list to select the types of pupil you would like to find, i.e. current, past or both.
        Search in logged Academic year only Tick this check box to limit your search to the logged in academic year.

        To begin a completely new search, click Clear. To search on more than one criterion, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

      3. (Optional) To save the search criteria and re-run the same search in the future, click Save, enter a name for the search in the popup that appears and click Yes.

        To re-use a saved search, select it using the Search drop list.

      4. Click Search. Your results populate the grid.

      5. (Optional) Use the Page icons beneath the grid to navigate between pages of results.

        • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

        • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

        • Use the Page Size options to see more records on each page.

          Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  2. Click Edit icon next to the relevant record.

    The Edit a Pastoral Record screen appears.

    An Edit a Pastoral Record screen

  3. Find the note to which the action relates.

    1. Scroll down the screen to the Notes section.

      Pastoral management record notes search options

    2. Enter your search criteria in one or more of the fields. You can search by:

      Field Action
      Pupil name Type all or part of the pupil's name into this field OR click Arrow pointing down to select from the drop list. Click on your choice in the list that appears.
      Child protection concern form 1 / Child protection concern form 2 / Wellbeing concern form 1 / Wellbeing concern form 2 (Scottish Schools Only) Use a drop list to select a GIRFEC form to search by.

      To begin a completely new search, click Clear. To search on more than one criteria, complete multiple fields before clicking Search OR do successive searches WITHOUT clicking Clear. This means you gradually narrow down the list of results.

    3. Click Search. The results appear in full below the Notes section.

    4. (Optional) Click Sort Ascending or Sort Descending to list the notes chronologically in either ascending or descending order.

      Pastoral management record notes search with sort buttons highlighted

    5. (Optional) Use the Page icons beneath the notes to navigate between pages of results.

      • Click White arrow pointing left in an orange square or White arrow pointing left in an orange square or on the numbers underneath the grid on the left-hand side to move between pages.

      • Click Two white arrows pointing left in an orange square to go to the first page or Two white arrows pointing right in an orange square to go to the last page.

      • Use the Page Size options to see more records on each page.

        Orange boxes with numbers 5, 10, 25, 50 and 100 in them.

  4. Alongside the relevant note's header, click Mark as Complete in the top, right-hand corner.

    An action with Mark as Complete highlighted

    The Mark as Complete dialog appears.

    Mark as Complete dialog

  5. Add a note in the empty field and click Yes.

    The record is updated and A completed action with green tick highlighted appears next to the note's heading.

    Completed action with tick highlighted next to the heading