SocialNote User Guides
Make every support record useful.
Clear, step-by-step guidance for documenting student needs, coordinating services, and showing the outcomes of your work.
Browse the guides
Each guide explains the intent behind the feature, when to use it, and a complete worked example.
Goals
Write a measurable student outcome, log progress, connect services, and close the goal with meaningful results.
Open the Goals guideCases
Open and manage a structured intervention, coordinate services and referrals, and preserve a useful closure record.
Open the Cases guideConfiguring Referrals
Set public intake audiences, form content, contact rules, crisis indicators, routing, and notifications.
Open the configuration guideWorking With Referrals
Receive and triage inbound requests, link students, coordinate outbound support, and follow up.
Open the referrals guideConfiguring Consent
Set guardian and student language, consent defaults, signing-link lifetime, self-consent, and locales.
Open the consent configuration guideManaging Your Caseload
Maintain your student list, monitor follow-ups and assigned cases, and close out responsibility appropriately.
Open the caseload guideWorking With Service Logs
Record completed support, code time accurately, connect goals and cases, and schedule the next follow-up.
Open the service log guideService Code Reference
Search all system-default service categories and codes by number, description, delivery type, or MTSS tier.
Open the code referenceWorking With Groups
Build a defined student roster, manage facilitators, document coded sessions, and track individual attendance.
Open the Groups guideMacro-Level Efforts
Document district and school systems work, community collaboration, staff time, and broader reach.
Open the Macro-Level Efforts guideWorking With Tasks
Assign accountable next steps, link students, use reminders, manage due work, and close the loop.
Open the Tasks guideWorking With Reporting
Choose the right report, define a reliable scope, interpret totals, and trace results to source records.
Open the Reporting guideManaging Users
Invite staff, assign appropriate roles and school access, manage pending invitations, and deactivate accounts safely.
Open the User Management guideHow the records work together
Each record has a distinct job. Used together, they tell the full story of coordinated support.