This article applies to the following role permissions: Administrator - Director - Group Manager - Faculty/Staff
Privacy Levels can be customized for a group level by group administrators using the settings/scheduling tab. They can also be customized within the Appointment Details. The Notes and Reason Codes tab of a student’s Appointment Details offers several levels of privacy for notes.
Public: Notes marked public are available to anyone with the Faculty/Staff role and above across all Departments in the platform. A counselor, for example, could see a public note written by a tutor, and vise versa.
Department: Notes marked Department are available to anyone with the Faculty/Staff role and above within the Department of the staff member who held the meeting. Some Departments include multiple Groups, so all Faculty/Staff users within all Groups in the Department can see the Department notes.
Group: Notes marked Group are available to anyone with the Faculty/Staff role and above within the same Group as the staff member who held the meeting.
Private: Notes marked Private are available only to the individual staff member who held the meeting.
What about Front Desk Agents?
Front Desk Agents do not see a Notes and Reason Codes tab on the Appointment Details. Front Desk Agents do not have access to any in-meeting notes.
Figure 2 illustrates the difference in the Appointment Details for a user who has a Faculty/Staff role or above and a user who has the Front Desk role. Only the Faculty/Staff or Group Admin user has the Notes and Reason Codes tab.