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You can also log an observation in the Person Account by simply clicking the Log an Observation button at the upper right corner.
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Select an observation type and click Next.
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Fill in the necessary details and save the involvement and Wellbeing Involvement record will be recorded.
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A window will open and fill in the necessary details.
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Afterwards, click Next and it will redirect to the next window in which the student will automatically added.
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You can also add another involved student by searching and clicking the add button beside the student’s name.
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After adding a student, it will be reflected above.
You can select the role of the student by clicking Select Role based on the type of observation that you want to create. Click Save to save the record.
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