> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Support notes

> Log notes about a student, track them from open to closed, and discuss them with colleagues

**Support notes** is a shared log of what staff notice about students, such as wellbeing concerns, observations, and teacher consultations. Each note is about one student and moves from **Open** to **Monitoring** to **Closed**. Behaviour incidents have their own page. See [Behaviour](https://docs.relyant.app/edu/resources/behaviour.md).

> [!NOTE]
>
> **Support notes** is a feature your organization must turn on. What you can do comes from the **Support notes** permission of your Education role. By default, Teachers and Support coordinators can view, create, and edit notes, and Staff and Admissions can only view them. Teachers only see notes for students in their assigned classes. To edit a note you also need to be its author, an assignee, or school leadership (owners, admins, and members with the **Academic admin** Education role). Only the author and school leadership can delete it.

## Write a note

**1. Open the editor**

In the left rail, click **Wellbeing**, then **Support notes**, and click **New note**. Click the arrow next to it to start from a template. You can also click **Add note** on a student's **Support Notes** tab.

**2. Apply a template (optional)**

Click **Apply template** and pick one. A **Text** template fills in the title and body. A **Form** template shows questions to answer, plus an optional **Additional notes** box. Both can prefill the note's properties. Choose **No template** to remove it.

**3. Write the note**

Add a title and write the note. The toolbar formats your text.

**4. Set the details**

In the side panel, choose the **Student** and **When** it happened. Then set the **Status**, **Assignees**, **Severity** (**None**, **Low**, **Moderate**, **High**, or **Critical**), **Labels**, **Subscribers**, **Visibility**, and any **Attachments**.

**5. Save**

Click **Save note**.

The student picker lists students enrolled in the academic year selected in the sidebar. Your unsaved note is kept as a draft, and **Draft saved** shows in the top bar. To leave, click the close button or press **Esc**.

### Visibility

| Option | Who can see the note |
| - | - |
| **Only me** | You, assignees, and school admins |
| **Shared** | You, assignees, subscribers, and school admins |
| **All staff** | All staff who can see support notes |

Assignees always see the note and are told when you assign them. Your school sets the default visibility. See [Wellbeing settings](https://docs.relyant.app/edu/resources/wellbeing-settings.md).

Only the person who wrote a note can make it **Only me**.

> [!WARNING]
>
> When a note is saved at or above a severity your school alerts on, the people it chose are notified. Until alerts are set up, **Critical** notes notify the school's owners and admins. These alerts can't be turned off in personal notification settings.

## Find notes

The **Support notes** page lists the notes you can see in a table with **Note**, **Student**, **Status**, **Severity**, **Labels**, **Assignees**, and **Date** columns.

* Search by student or note text.
* Click **Filter** to filter by **Status**, **Severity**, **Assignee** (including **Me**), **Template**, **Student**, or a label group.
* Click **All**, **Open**, **Monitoring**, or **Closed** in the status row to filter by status.

Click a row to open the note in a side panel. Change its properties right there, or use ↑ and ↓ to step through the list. Hover over a student's name to see their class, student number, and guardian.

Each student's profile also has a **Support Notes** tab showing only their notes. See [Students](https://docs.relyant.app/edu/people/students.md).

### Class at the time

Each note keeps the class the student was in when it happened. When you hover over the student's name in the list, you see that class, not the student's current one. A class's **Support Notes** tab lists notes from the time the student was in that class, even after they move up. If you correct a note's date, its class updates to match.

To bring in past notes from a spreadsheet or download them as CSV, see [Import and export](https://docs.relyant.app/edu/resources/import-and-export.md).

## Work a note

* **Move to Monitoring** — keep watching an open note.
* **Close note** — close it when nothing more is needed. **Reopen** sets a closed note back to **Open**.
* **Edit** — reopen the note in the editor.
* **Follow-up tasks** — see the tasks linked to the note.
* **Delete** — remove the note and its attachments. This can't be undone.

Below the note, a short log records status changes, assignments, and edits.

### Comments

Use the **Comments** thread to discuss a note with colleagues. Type **@** to mention someone. You can only mention staff who can already see the note, and they get a notification.

## Raise a case

If your organization uses [Cases](https://docs.relyant.app/edu/resources/cases.md), click **Raise a case** on a note to open a case for the student, or **Add to existing case…** to link it to one of the student's open cases.

> [!TIP]
>
> Notes created before the redesign keep their original details. They show in a read-only **Recorded details** block when you edit them.


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