Relevant to: faculty and staff
This article contains information considered accurate at the time of publishing. Technology updates, changes in University security practices, policies and procedures may effect the information in this article - updates to articles are scheduled on a periodic basis and will address any required changes.
Adding a Phone Call to the Student Record
Once on the student record, scroll down halfway down the page and you’ll see the activities tab.
To add a Phone Call, click the grid icon highlighted below. Avoid clicking the ‘Add Phone Call’ option crossed off in red as it does not allow you to enter an activity code.
After clicking the grid icon, you’ll be brought to the following screen. Click on ‘New Activity’ and then click on ‘Phone Call.’
After you select ‘Phone Call,’ a new pop-up will appear. The student’s name will populate in the Recipient field. Select the proper activity code and add notes if necessary.
Once done, be sure to click ‘Save’ and then ‘Mark Complete.’ ‘Saving and Closing’ the alert does not complete it; it just saves it and closes it from view.
Upon marking your alert complete, you will then see the Phone Call activity listed in the student’s ACTIVITIES tab:
You can click the phone icon to view the phone call activity in detail if needed. Click the ‘x’ in the upper right-hand corner to return to the student record.
To return to the dashboard, click on the SUNY Empire logo in the upper left-hand corner or the ‘x’ in the upper right-hand corner. You’ll return to the search option. To leave the search view, click on the logo again to return to the dashboard.
