How to Document a Meeting and Close Out a Conference

This Attend Meeting feature can document parental meetings along with closing out a conference in one step. This option is used if you would like to forgo the scheduling process or if you held a meeting/conference via telephone.

STEP 1:  Click in the Conferences section, locate student, click on the ellipses under the Actions column and select Document a Meeting.

You can also click on the Document Meeting button on the Student Overview page.

Note: To find a specific student, you may also use the Search box located at the top of all pages within Attend, type in the student First Name, Last Name or ID.

STEP 2:  A panel will slide into view.

a: Click on MEETING TYPE. From the dropdown menu select how you spoke with the parent (In-Person, Drop-in, Call, Home Visit, Other).

b: Click on SUBJECT. From the dropdown menu, select applicable items [e.g., To Be Closed (Conference for Letter Two)], then complete all other information.

c: In the NOTES section, you can highlight any notes you may have discussed with the parent.

d: Click DOCUMENT MEETING.

STEP 3:  A pop-up window will appear asking you to confirm if you would also like to close out the associated conference; click YES.