Manage Student Notes in Workday
Notes
Faculty advisors and select student support offices can write academic advising notes in Workday. Advising notes are typically related to a student’s class choice or curriculum exceptions and help the student's current and future advisors understand the student's academic journey. Notes should never be used to record medical or non-academic information about a student.
Video How To
View Student Notes
Log in to Workday.
Go to a student's profile.
You can search for a student using the Search box but you'll first need to configure your search to show students.
Alternatively, you can go to Menu > Teaching and Advising > Academic Advising Dashboard. Under Academic Advising Dashboard Reports select My Advisees and click a student's name.
Click History.
You'll see the student's advising notes. If the note content is truncated, click the magnifying glass to view the whole note.
Write (add) a note while on the student's profile
When you're on the student's Workday profile, you can easily add a note.
Click History.
Click Add Student Note.
Click in Note Topics and keep clicking until you see and can select Advising. Or if you see an Advising button click it
In Note write your note.
If in Share With Student you select Yes, the student can see the note. Students aren't notified they have a note.
Click OK.
Write (add) a note without going to student profile
You don't need to go to a student's profile to record a note. You might want to use this option if you just want to make a quick note without first looking up the student.
Log in to Workday.
Go to Menu > Teaching and Advising > Academic Advising Dashboard.
Under Tasks click Add Student Note.
In Student enter the student’s name.
Click in Note Topics and keep clicking until you see and can select Advising. Or if you see an Advising button click it.
In Note write your note.
If in Share With Student you select Yes, the student can see the note. Students aren't notified they have a note.
Click OK.