Steps: Set Up Student Notes

You can document, organize, and share notes about prospects, applicants, and students. Notes enable you to capture and communicate important information, such as conversations and decisions, to others in the institution. You can also optionally share notes with the student.

Workday enables you to configure:

Notes categories and topics for your institutions.

Related objects for each note category.

Segments for notes categories and topics, then add security groups to these segments.

On the

Add Student Note

task, Workday displays recommendations for the

Note Topic(s)

prompt by default. Workday uses machine learning to determine these recommendations based on your most recently and frequently used selections. You can optionally disable these recommendations. See Concept: Form Completion Assistant.

Edit Domain Security Policies.

Configure these domains in the Campus Engagement functional area:

Domain	Description
Manage: Add Student Notes	Enables you to access the Add Student Notes task to create student notes. When adding a student note, you can select to share it with the student. You also have access to the Edit Student Note task, but you can only edit notes that you create. The domain also gives you access to the View Student Note and view the Student Notes History reports. You have the option to restrict access to the Segment - Student Note Categories and Topics security group type.
Manage: Delete Student Notes	Enables you to delete Student Notes from the Note History report on the History profile group of a student profile. You can delete a student's notes from the Student Notes Delete related actions menu of the Note Content .
Manage: Student Notes – Edit Notes Created by Others	Enables you to edit notes created by other users from the Edit Student Note task. You have the option to grant access only to the Segment - Student Note Categories and Topics security group type.
Manage: Student Notes Integration	Grants access to the Get Student Notes , Put Student Notes , and Import Student Notes web services.
Reports: Student Notes	Grants access to create, edit, and view reports on Student Notes, created using the Student Notes reporting data source. You can configure segment-based constrained security group types on the domain.
Self-Service: Student Notes	Enables students to view notes that note creators share with them.
Set Up: Student Notes	Enables you to configure categories and topics for Student Notes.
Set Up: Students Notes Security Segment	Enables you to create, delete, edit, and view Student Notes security segments.

Access the

Maintain Student Note Categories and Topics

task.

Add notes categories and topics for your institution.

For each