Notes in Slate Student Success

Any staff member may submit a note for a student. Here are the steps to create a note:

Step 1: Begin a note from any of the Add a Note buttons

My Classes

My Advisees

Student 360

General Concern

Step 2: Select a note type - Early Alert, Check-In, or Meeting Note

Early Alert - a concern that needs follow-up either by the student's primary advisor or another support unit. This note sends an email to the student's primary advisor, you may also select whether to notify the student and/or make a referral to a support unit.
Example: "Ben Beacon has missed the last week of my class with no response to email."

Check-In - a note of kudos, mild concern, or general check-in. A copy of this note is sent to the student.
Example: "Great job on yesterday's quiz!" or "Missed you in class today, hope all is well."

Meeting Note - record of a meeting or interaction with a student for your or others' future reference. You may select whether to notify the student and/or make a referral to a support unit.
Example: "Met with Bella Beacon to discuss her graduate school and research interests in plate tectonics."

Step 3: Complete the Note Content

For an academic concern, select the type of concern (Assignments, Attendance, Engagement, Quiz or Test Score, Other)
Complete the Brief Description to add content to the note

Step 4: Select Notification and/or Referral Options (if Early Alert or Meeting Note)

Send a copy of notes to student? Select Yes or No
- This will send a copy of the note, including referrals recommended, to the student
If a referral is needed, Select Yes, then select the support unit(s) for the referral
- This will send a copy of the note to each of the support units selected

An Early Alert always notifies the student’s primary advisor

A Check-In always notifies the student