How to create a note category

Created by Georgie Bryant, Modified on Sun, 22 Mar at 7:55 PM by Georgie Bryant

Class Charts allows you to create note categories which you can to differentiate between notes on different topics.

To create a note category, click on the three lines menu in the top right-hand corner and select School Settings from the list of available options.

Class Charts school settings tab

Next, select Note categories from the left hand side navigation menu.

Class Charts note catergories settings

You will be presented with a list of note categories that are currently set up in your school.

Class Charts note categories examples

Enter a category name into the Add category field and click on the Add button.

Class Charts add a category

The new note category will be added to the Current categories list.

Class Charts new note category example

Editing a note category

To change the colour of a note category, click on the pencil icon next to the note category of your choice.

A colour picker will appear, allowing you to select a new colour for the note category.

Class Charts edit note category

Deleting a note category

To delete a note category, click on the bin icon next to the note category of your choice.

A popup will appear, asking you to confirm your choice. Click on the OK button to finish deleting the note category.

Class Charts delete note category

Applying a note category to a note

To apply a note category to a pupil note, click on the Classes tab along the top of the page and start the class of your choice by clicking on the Start button.

Class Charts classes button

Class Charts start class

Next, select the pupil of your choice by clicking on their pupil card.

Class Charts note select pupil

The pupil sidebar will appear. Click on the Notes tab to view the pupil’s notes.

To apply a note category to the note of your choice, choose a note category from the select category drop down menu.

Class Charts Creating note categories