The meeting record stays in the institution, not in a notebook

You plan the meeting, record it, follow it up. The observation note goes on the student; you decide who can see the record.

Request a demo

Counselling records keep meetings and observation notes in the institution. You plan the meeting, record it when it takes place, and follow up the next step. Every record goes on the student's profile; because the student's inventory report, goals and event attendance sit on the same page, preparing for a meeting takes as long as opening a file.

You choose the visibility record by record: only you, or all of the school's staff. A sensitive observation stays with you alone; a note the class teacher needs to know opens to all staff. You also write tasks for yourself; the things to follow up sit next to the meeting record.

Plan, record, follow up

You plan the meeting with a date and time; when it takes place, you record the subject and the outcome; if there is a next step, you write it as a task. All three sit in one record.

The observation note goes on the student

The note accumulates on the student's profile. A colleague who meets the same student a year later starts by reading your note; the story is not told from the beginning.

Visibility is in your hands

Each record is seen either by you alone or by all school staff; the choice is made record by record. Visibility can be changed later.

The student's whole file on one page

Inventory report, goals, event attendance, documents and meeting history sit together on the student's page. You prepare for a meeting by opening one page.

Common questions

What goes into a meeting record?

Three things, in one record: the plan with a date and time; the subject and outcome once the meeting has taken place; and, if there is a next step, the task you write for yourself. The observation note goes on the student's profile and accumulates there.

Can I change a record's visibility later?

Yes. Visibility is chosen record by record, you alone or all of the school's staff, and it can be changed later. You keep a sensitive observation to yourself and open a note the class teacher needs to know to all staff.

What do I look at when preparing for a meeting?

At the student's page. The inventory report, goals, event attendance, documents and meeting history sit there together. Preparation takes as long as opening one page; instead of hearing the story from the beginning, you carry on from where it stopped.

Let's see how it works in your school together.