How do I log a note/visit on a student's account?

Log in to I-Plan

  • Click on "Mentoring Dashboard".

Find the Correct Student

  • Use the Search bar to find the student you are looking for.

  • Search by using I-Number, Email, or Student Name.
  • Select the correct student.

Review the student's information

  • You will see student information and past notes/visits on this screen.
  • If you would like to learn more about "Factors Influencing Success," you can visit the BYUI Early Alert Website.

Logging notes/visits

There are two ways to log a note/visit with a student.

1. On the student profile screen
  • Click on the "Add Visit" button.
  • You can save this note/visit with the default notes, or change them to reflect what you want to record for the student.
2. Log a note/visit on the main page of the Mentoring Dashboard
  • Click on the "New Visit" button.
  • You can save this note/visit with the default notes, or change them to reflect what you want to record for the student.

 

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