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Record a conversation and follow up

Keep private advising notes on the correct scholar record.

Before you start

Staff/admin with access to the scholar record.

Steps

  1. Find the scholar and open their private record.
  2. Record what was discussed in the conversation form, with any offered topic and follow-up date. Save the note.
  3. Reopen the record and check the note and follow-up. Use Mark done after the follow-up actually happens.
Open the task page →

Check the result

The saved note appears on that scholar’s record; a completed follow-up shows the completion state. A task-progress note is not an advising note.

If something goes wrong

Check the scholar before saving. If a save is uncertain, reopen before retrying so you do not duplicate the conversation. Keep private details out of general task notes and announcements.

Guide edition · October 22, 2026. Check your actual record after saving; a success message alone is insufficient proof. Contact program staff through your established channel and keep sign-in links private.