How To: Add a Student Note

This guide explains when and how to add general student notes in the staff portal, showing two quick ways to create a note (from the Students tab or a Student Profile). It clarifies what content belongs in a Note versus an Appointment Summary, lists optional fields (attachments, URL, reason), and warns about visibility settings and FERPA considerations so you record appropriately.

Student Success
5 steps
2 minutes

Eab

From Staff Home

Navigate to <https://pittstate.campus.eab.com/#?tab-state=students_tab_hash> From the **Students** tab on the **Staff Home** page, select a student and click on the **Actions** dropdown.

Screenshot of students tab on staff home.

Select **Note** from the dropdown menu.

From Student Profile

To add a note from the **Student Profile**, click on the student name (blue link).

Click **Add a Note on this Student** from the **Options** menu on the right-hand side.

Add a Note

Notes should only contain general information related to the student. No information specific to an appointment should be included in a Note (this should be an Appointment Summary). Within a Note, include the following: - **Note (required):** Free text. - **Attachments (optional)** - **Note Reason (recommended):** Works as a note label, making it beneficial for reporting. - **Note URL (optional):** Paste a URL if this is relevant to the note (e.g., FAFSA website if you want the student to have this link). - **Visibility (private and/or visible to the student):** Notes can be marked as private (marked as visible to you only - the first box). However, notes are still part of the student's official educational record and therefore included within any student requests for their records. Please be mindful of the information you include and follow FERPA guidelines. To show a note to a student, check the box next to their name.