ion Education Help Site

Student Meetings

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When student meetings are scheduled using Student Meetings, an agenda is created for the meeting.  Accessing the student meeting from the calendar (see below) will provide access to the agenda, and it will open up the individual case for the first student (in alphabetical order).  

Schedule Student Meetings

To create Student Meetings...Click on Tools>Student Meetings and then....

1. Click on the day the meeting will be scheduled

2. Fill in the meeting scheduler

3. Click Submit

4. Meetings will populate on the calendar with the time scheduled, the meeting topic, and the number of students scheduled. 

  • Yellow = preliminary; Blue = confirmed.

Once the meeting is "confirmed," an email will be sent to all staff members invited to the meeting.  

Modify a Student Meeting

Meetings can be modified.  Reasons to modify a meeting may include...

  • Adding / Deleting students or staff
  • Changing meeting status (preliminary/confirmed)
  • Changing a meeting location or time

To modify a student meeting...

1.  Click on the meeting

2. Choose "Manage Meeting"

3. Make changes to meeting as needed

4. Click Submit

View Agenda and Conduct Meeting

View and conduct a meeting by following these steps....

1.  Click on the meeting

2. Choose "Go To Meeting Agenda"

3. Students will appear in alphabetical order in the box at the top.  Click on the arrows to scroll to another student name

4. Click the meeting icon to access the meeting note template - cSee Individual Student Cases and / or watch this on to learn more about the Meeting Icon

Important information on successfully creating Student Meetings and saving Meeting Notes in this VIDEO and in this link to Individual Case Icons (the Meeting Icon).

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