Your account settings control many of the basic features and defaults for your account, so to reduce your workload in the long run, you may want to spend some extra time reviewing all the settings. This article will look at the Internal Notes Template and Shared Notes Template in some more detail.
To find the Internal Notes and Shared Notes Templates, go to Account Settings -> Calendar & Event Settings
What are Internal Notes?
Internal notes can be added to a specific lesson when the lesson is being completed in the Teachworks calendar. These notes are for internal use only - so they can only be viewed by the admin, staff with permission and a student’s assigned teacher with permission.
What are Shared Notes?
Shared notes can be added to a specific lesson when the lesson is being completed in the Teachworks calendar. These can be viewed by the company admin, staff with permission, assigned teachers with permission and customers if you’ve enabled user accounts for them. You can also use the email checkbox to send shared lesson notes to the assigned client.
Learn more about viewing lesson notes.
Internal & Shared Notes Template
The contents entered in the “Internal Notes Template” and “Shared Notes Template” fields will be pre-filled in the Internal Notes and Shared Notes field on the Complete lesson form (completing lessons).
If you’d like your teachers to answer specific questions after each lesson, you can use the “Internal Notes Template” to list these questions. When they complete the lesson, they can add their answers below each question.
If you’d like your teachers to follow a very specific layout when compiling shared notes, you can add this information to the “Shared Notes Template”. When they complete the lesson, they can add their feedback accordingly.
Note: When entering notes its best to complete all spacing and line breaks before applying formatting such as bold or underline, so that the formatting won't be applied to the text entered by the teacher when completing a lesson.