Welfare Notes

The Welfare Notes feature provides schools with a quick and easy way of logging and sharing important student information. Staff can add Welfare Notes to a student’s profile and then choose whether to share them with other select staff. However, Welfare Notes are not visible to students or parents.

Staff can access Welfare Notes in several areas of Satchel One, including (but not limited to):

A member of staff’s level of access to Welfare Notes is dependent on the permissions linked to the Role they have been assigned. The relevant permissions for Welfare Notes are:

Super Admin users can grant View, Create, Edit or Delete access for the above permissions.

In several areas of Satchel One, you’ll see a student’s name with a small blue 'i' (information) icon next to it:

Click the blue ‘i' icon to view the student’s Welfare Notes. If another member of staff has shared a new Welfare Note in relation to this student and you haven’t read it yet, the blue 'i' icon will be flashing.

On the next screen, each Welfare Note linked to this student is displayed as a tile:

Use the search box at the top to filter the Welfare Notes by a specific key word. For example, you may decide to search for all the Welfare Notes containing the word ‘pastoral’ to identify any pastoral concerns.

The dropdown menu at the top contains four options:

Switch between these different options to filter the list of Welfare Notes.

On the bottom right-hand side of the Welfare Note tile, you will see one or two icons with an accompanying number.

Click on the relevant icon to identify the names of staff who have already viewed this Welfare Note / attachment.

When viewing a student’s Welfare Notes section, click the green ‘Create’ button to create a new Welfare Note on their profile.

Enter relevant notes about the student using the textbox (1000 character limit). You may want to utilise the available formatting options - bold, underline, italics, strikethrough, bullet points, numbered list and hyperlink.

Alternatively, click ‘Attach file’ if you want to add an attachment to your Welfare Note - you can upload a file from your computer, Dropbox, Google Drive or OneDrive. Up to 10 files can be attached to a single Welfare Note.

On the bottom left-hand side of the ‘Create’ section, there are three additional options - all of which are switched off by default.

If any of these options are greyed out, it means you have not been granted the required ‘Create’ access for the associated permission (see ‘Access Welfare Notes’).

Once you’re happy with your Welfare Note and the associated details, click ‘Save’.

To edit or delete an existing Welfare Note, find the relevant tile and click the options menu (three vertical dots).

You can also enable / disable the ‘Shared’ toggle, pin icon and padlock icon directly from the Welfare Note tile by clicking the appropriate icon.

To export Welfare Notes for an individual student, open their Welfare Notes section and then click the options menu on the top right-hand side (next to the ‘Create’ button). Then click ‘Export welfare notes’.

To export Welfare Notes for a whole class, navigate to the class ‘Student list’ and then click the options menu on the top right-hand side. Then click ‘Export welfare notes’.

Whether you’re exporting for an individual student or a whole class, you can opt to include particular categories of Welfare Notes in your export:

You can also opt to include Welfare Notes from the current academic year only, or all academic years.

Click ‘Export’. The resulting download displays all of the Welfare Notes you selected in one single PDF.