Utilizing the Contact Log

Admin Panel

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If you wish to utilize the Contact Log, you will first need to choose the product area affiliated with your intentions (i.e., SE Manager, SE IEP Goals, SE FIE, etc.).

 How It Works: The Contact Log is shared across all of our products so information entered into the form in SE Manager will be seen by users entering information into the form in SE 504.

From the Student Forms page, select a student in the application. Then, choose Contact Log from the "New/Edit Forms" dropdown and click New Draft to load the form.

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Once the form has opened, click “+” to Add Record.

You can then complete the following fields:

  • Date: Enter in the date of contact.
  • Staff: Enter in the staff member that made contact.
  • Method/Contact: Enter in the method of contact (e.g., phone call, email, face-to-face conversation, mail, etc.).
  • Comments: Enter notes in the comment section (e.g., Phone call to parent to schedule Annual IEP Meeting, email to parent to schedule parent/teacher conference, etc.).

Once you are finished, click Insert to have information pull into the data grid or click Cancel to cancel the operation and close the data grid. Then, click Save to record the newly entered information.

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