Captures: How to Create Notes From Captures

Prerequisites: 

• Access to capture manager

How to view captures: 

1. Click Captures, under Safeguard.

2. This will display all triggered captures within your system. The captures have designated areas such as: 

Pending: This displays all pending triggered captures until they are assigned. 

Assigned: These captures have been assigned to a designated staff member. 

Discarded: These captures have been discarded and removed from the main screen. 

3. When you hover over or click on a capture, it will display the details about the capture. From here, you are able to do the following: 

• Create Note: This allows you to create a note based on this specific capture. 
• Assign: You are able to assign this capture to a designated staff member to review. 
• Discard: Discards the capture.
• Send: Send the capture to a designated staff member. 

Grouped View: 

The grouped view allows you to have all captures from that specific student grouped together.  You have the ability to create a note based on multiple captures from that student. 

Processed: Once the user selects an action and it is saved, the captures will appear under the Processed section.  

How to create a note from a capture

1. Click on the Create Note button.

2. After you click the button, complete the designated sections. The information provided will be available under the students profile. 

• Title: Title the note
• Student: Select the student(s)
• Note Type: Select the type of note you are creating

• Notes: Add any additional notes in reference to the capture
• Files: Add files to note
• Parent Communication: Select email or phone and include additional notes
• Body Map: If there are marks on the student, click the spots where they are located
• Captures: Displays the capture associated with the note

3. Click Create to create a note associated with the capture.