Notes can be found on the top right hand corner in the student's individual profile.
What You Can Do
Control Privacy - Notes are private by default. Notes created by counselors are automatically viewable to the creator and any staff who are assigned to that student. Notes created by students are automatically viewable only from the student side.
Share with Others - Clicking "View" under the student section makes a counselor's note viewable from the student side of the Cialfo platform; similarly, clicking "View" under the counselor section makes a student's note viewable to other counselors. Clicking "Email Note" allows counselors to send the note's title, contents, and attachments as an email to the student's guardians or anyone at all.
Search - Our search feature hunts through all the titles, content, and attachments in your notes.
Filter - There are also options to filter notes by those with attachments or notes that are sent with email. You can also toggle on "Archive" to see the notes that has previously been archived.
Archive and Unarchive - Declutter this section by archiving some notes when they're no longer relevant. View the contents of these notes at any time by selecting the Archived filter.
Troubleshooting & FAQs
What terminology is used for the counseling team?
What terminology is used for the counseling team?
The Notes page uses “counselor” and “counseling team” to match the terminology used across Cialfo.
Why am I seeing an error when entering a Note title?
Why am I seeing an error when entering a Note title?
When creating a note, the Note title field is required. The validation message appears if you click into the title field and then remove it, leaving it blank, and try to proceed without entering a title and moving to the next section of the notes.
Need more help?
Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.
If you're unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected]