Advisory Notes

Jess Moxsky
Jess Moxsky
Kudos 5 Fourth Anniversary Name Dropper Participant
in Blackbaud Learning Management System™

Hello!

I am working with one of our deans to clean up our process for Academic Advisories. Our students meet once per year with a grade-level advisor where they discuss desired courses for the next year, academic plans, and have a general check-in. Historically, the notes from that meeting have been created and stored in Google Drive. As a school, we are hoping to move away from storing confidential student information in Google and migrating as much as possible directly to the K12 system.

We do not want to use course requests, as these conversations occur much earlier than we actually have courses created for the upcoming year.

Where would be the ideal place to create and store some of these notes for students? It's not quite a Learning Profile but I'm struggling with Official Notes as an option because while the Enrollment Management notes have a template feature, Academic Official Notes do not.

Has anyone found a way to track this kind of information wholly within the K12 system? I'm still considering Official Notes despite the lack of templates for academics, but I'd love to hear if anyone else has something they've tried that works a little more elegantly?

Thank you all!

Comments

  • Scott Chrysler
    Scott Chrysler
    Tenth Anniversary Kudos 5 2026 Spring PUB Education Management Solutions for K-12 Schools Name Dropper
    Jess -


    Why not have the template be a google doc that the advisor completes then cuts & pastes into an official note?


    A work around for now.


    All the best,

    Scott
  • Susan Ott
    Susan Ott
    Tenth Anniversary Kudos 5 Name Dropper Participant

    If it's a document that gets added once a year, have you considered the user files?

  • Jess Moxsky
    Jess Moxsky
    Kudos 5 Fourth Anniversary Name Dropper Participant

    Susan and Scott - those are great ideas and I'll absolutely be bringing them back to my team. Thank you!

  • Bryna Gleich
    Bryna Gleich Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    Could you use School Forms and only activate the form at the time of the meeting? That way they fill it out with the advisor present.

  • Jess Moxsky
    Jess Moxsky
    Kudos 5 Fourth Anniversary Name Dropper Participant

    Bryna - we want our advisors to be able to access the responses from their students, and we would like to avoid giving them form access as we don't want them to be able to see other advisees' notes.

Categories