Viewing, Editing and Deleting Pastoral Care Notes

Pastoral care notes can be edited and deleted through the 'Student Summary' page, under the sub-pages 'In Detail' and 'Qualitative Analysis'.

Edit and Delete Pastoral Care Permissions

The permission 'PC: EDIT ALL' (edit all Pastoral care notes that can be seen) is required for the edit and delete options to be available under the 'Configure Fields' button. Click here for a full list of Pastoral care permissions.

Enabling the Edit and Delete Options

1. Go to the Pastoral Care Workspace > Student Summary > Qualitative Tab/In Detail.
2. Use the filters at the top of the page to display the Pastoral care notes.
3. Click on the 'Configure Fields' button in the bottom right hand corner. If this does not display complete step 2 above.
4. Tick 'Edit' and 'Delete'.

Editing Pastoral Care Notes

Pastoral care notes can only be edited by staff with the permission 'PC: EDIT ALL' (to edit other staff's note). 

Some fields are locked and cannot be edited (i.e. Staff, Student), where this is the case a new note will need to be created and the old one deleted. The 'Copy to SIP' option may save time with this process.

1. Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
   
2. Select people in the drop-down in the top left corner if wanting to filter notes by staff or students.
3. Set the date range or leave as default.
4. Select types to filter results, or leave as 'All types'.
5. Click on the white arrow with blue background to the top right to load the Pastoral care notes.
6. Click the 'Edit' icon to make changes. If the Edit icon does not display click the 'Configure Fields' button and select 'Edit'.
7. Click 'Save'.

Deleting Pastoral Care Notes

1. Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
2. Use the filters at the top of the page to display the Pastoral care note.
3. Set the date range or leave as default.
4. Select types to filter results, or leave as 'All Types'.
5. Click on the white arrow with blue background to the top right to load the Pastoral care notes.
6. Click the 'Delete' icon to remove a note from the system. If the delete icon does not display click the 'Configure Fields' button in the bottom-left corner and tick 'Delete'.
7. Select 'Yes'.

Viewing and Printing Pastoral Care Notes

1. Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
2. Select people in the drop-down in the top left corner if wanting to filter notes by staff or students.
3. Set the date range or leave as default.
4. Select types to filter results, or leave as 'All Types'.
5. Click on the white arrow with blue background to the top right to load the Pastoral care notes.
6. Select 'Print' or 'To Excel'. Select 'Click Here to Access Your Document'.

Un-Restricting Pastoral Care Notes

Pastoral care notes can only be restricted by staff with the permissions 'PC: EDIT ALL' and 'PC: ALL RES'.

1. Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
2. Find the applicable Pastoral care notes by filtering on student/staff/date range/Pastoral care types.
3. Click on the white arrow with blue background to the top right to load Pastoral care notes.
4. Click the 'Edit' icon beside the note in the list. If this icon is not available select it from the configure fields list as described above.
5. Deselect 'Restricted'.
6. Click 'Save'.