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Records

The Records section helps users efficiently create, organize, update, and secure student information — ensuring accuracy and accessibility across the institution.


Records are organized collections of information documenting activities, transactions, or events. They provide evidence of actions taken and decisions made.

A record is documented information serving as evidence of an event, action, or decision. Examples include:

  • Study Records — Notes, progress logs, completion status
  • Training Session Records — Attendance, feedback, performance
  • To-Do Lists — Task tracking for productivity
  • Research Summaries — Condensed documentation of findings and outcomes
  1. Go to the Records page and click the ”+” icon.
  2. Enter a Name for the record and click Create (or Cancel to exit).
  3. Add details, notes, tasks, or other relevant information in the new document.
ReasonBenefit
AccountabilityTracks who created what and when
OrganizationKeeps related information together
ReferenceEasy lookup of past activities
ContinuityHelps new team members understand previous work
ComplianceMeets institutional or regulatory requirements

Keeping records updated and removing outdated entries ensures a clean, efficient workspace.

  1. Go to the Records page.
  2. Click the ⋯ menu beside the record and select Edit.
  3. Update the title, content, or details.
  4. Click Save to apply changes.
  1. Go to the Records page.
  2. Click the ⋯ menu next to the record and select Remove.
  3. Confirm deletion in the popup by clicking Delete.
FunctionDescription
Add & Edit RecordsCreate new records and update existing data safely
Track Student ProgressMaintain academic history, performance, and attendance
Manage PermissionsAssign roles and access levels for security and compliance
Generate ReportsProduce analytical insights for decision-making