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Student Info  (Student File)

Learn how to manage student information, contacts, notes, attachments, Additional Student Information, and archived student records.

The Student Info page within a student’s file allows you to view and manage student information, communication records, attachments, and additional student details.

Student Information

View and manage the student's basic information. Grade Level and School can be updated and saved at any time.

Tip: Click any of the following section headers to expand or collapse that section.

Email Contacts

Add or manage email addresses for parents, guardians, caregivers, or other members of the student's support team.

Note: Email Contacts are only required when using Tracker features that email completed Pointsheets to designated recipients.

Notes

Use the Notes section to maintain an ongoing communication and documentation log for everyone supporting the student.

Notes may be used to document:

  • Parent or caregiver communication
  • Student support or service notes
  • Behavior support updates
  • Team meeting summaries
  • Consultation or session notes
  • Other important information related to the student's supports

Each note records:

  • The staff member who added the note
  • The date the note was added
  • The date and time the note was last edited

To add a note, enter the information in the Add a Note field and click Save.

To edit a note, update the existing text and click Save.

Click the red Trash icon to permanently delete a note.

Click CSV to download a complete record of all notes associated with the student.

Attachments

Use the Attachments section to store files and documents related to the student.

Examples include:

  • Scanned documents
  • Incident reports
  • Injury reports
  • Parent communications
  • Outside evaluations
  • Other student-related documentation

To add an attachment:

  1. Click Choose File and select the document (up to 5 MB in most common document, image, and file formats).
  2. (Optional) Enter a description.
  3. Click Save.

Note: If a document relates to a specific FBA/BIP or Simple BIP, consider attaching it within that report instead. The Attachments section is intended for student-level documents that are not associated with a single Behavior Support.

Additional Student Information

Click Additional Student Information to add or manage the student's Student Group assignment.

You may also view or update additional student information, including:

  • Address
  • Race/Ethnicity
  • Disability
  • Teacher
  • Student Identification

Note: This information is only required when completing Behavior Emergency Reports (BERs). If it is first entered while completing a BER, it will automatically be saved within Additional Student Information and will populate future Behavior Emergency Reports for that student.

Archive Student

Use the Archive Student button to remove a student's file from the active Student Supports list without permanently deleting any information. Archiving is useful when a student leaves the school, graduates, or no longer requires active Behavior Supports.

All Behavior Supports, Trackers, Notes, Attachments, and historical student information remain securely stored and can be restored at any time.

To locate an archived student:

  1. From the Navigation Menu, open Student Supports.
  2. Open the Student List.
  3. In the Active filter, select Archived.
  4. Search for the student by name if needed.
  5. Click the student's name to open their file.

From the student's Student Information page, click Unarchive Student to restore the student to the active Student Supports list.

Note: Archiving a student does not delete any Behavior Supports or student records. It simply removes the student from the default active student list until the file is restored.