Management diary

The management diary is a confidential tool used by select staff to record diary entries. Each entry is categorised according to school-defined categories, making them easy to search, download, and share with assigned peers.

See Setup management diary categories.

Filter and search diary entries

Only diary entries that have been created and marked as searchable will appear in search results. Diary managers can search all diary notes marked as searchable, providing an overview of unresolved matters or specific topics.

1. Use the toolbar at the top of the page to filter and search for specific entries.

   • Staff: Filter entries by the staff member they relate to. Use the dropdown menu to select a specific individual.

   • Category: Use the dropdown menu to select a specific diary category and filter entries within that category.

   • Date range: Specify a start and end date to filter entries within a specific timeframe.

   • Find: Enter text to search for specific content within the body of the diary note, as well as the entry name and contact name.

2. Click Search to apply the selected filters and display the search results.

Download all diary entries from filtered search as PDF

1. Click Download.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the PDF in your default PDF viewer (e.g., Adobe Acrobat, Preview, or a web browser).

4. Print if needed.

Manage grid results

The grid displays your filtered results with action columns for managing individual items. Each action column contains icons that allow you to perform specific tasks.

Icon button states in the action columns

Icons change to indicate status.

• Outline icon: Indicates no content has been added.

• Filled icon: Indicates content has been added or the action is complete.

Status indicators for diary entry confidentiality

By default, all diary entries are marked as Confidential and stored as personal records, visible only to the diary owner. However, diary entries can be shared with assigned peers by changing their status.

• Locked (Default): The diary entry is a personal record and can only be viewed by the diary owner.

• Unlocked: The diary entry can be shared with assigned peers.

Status indicators of diary entry resolutions

• Resolved

• Unresolved

View a diary entry

1. Select and click on a diary record in the list.

2. The details will appear, divided into several sections.

Overview section

Contains the entry details and text.

Download a diary entries as PDF

1. Select and click on a diary record in the list.

2. Click Download.

3. Locate the downloaded file (usually in your "Downloads" folder).

4. Open the PDF in your default PDF viewer (e.g., Adobe Acrobat, Preview, or a web browser).

5. Print if needed.

Shared with section

• Lists the staff members the diary entry is shared with.

• The number of people is indicated in the section header.

Staff involved section

• Lists the people involved in the matter of the diary entry.

• The number of people is indicated in the section header.

Files section

• Lists the files added to the diary entry.

• The number of files is indicated in the section header.