Open/close Notes Family Accounts

Project Manager: Support Team

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.

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