Writing progress notes

Progress notes

Progress notes are a guide's summary of how a child is progressing, drawn from many observations across a term. They are their own section on Learning, next to Observations and Assessments. Do not look for a "Progress Assessment" observation type -- that is a different button.

Recording a progress note

1. Open the child's profile, go to Learning, and click Progress Note. The dialog title is Add Progress Note.
2. Fill in:
   • **Observation Date *** -- when you made the note.
   • Observation Type -- Academic, Social, Emotional, Physical, or General.
   • Area of Development (optional) -- Practical Life, Sensorial, Language, Mathematics, or Cultural Studies.
   • **Observation Notes *** -- your detailed notes.
   • Strengths (comma-separated) -- optional.
   • Areas for Growth (comma-separated) -- optional.
   • Share with parent -- on by default.
   • Follow-up needed -- turn on if this note needs a later look.
3. Click Create Note.

Quick observations vs. progress notes

• Observations (the Observation button) are quick, in-the-moment notes about what a child is doing. Use them during the work cycle.
• Progress notes are reflective records. Use them during planning time or after a week of observation to summarize patterns.

Learning keeps them in separate sections: Observations and Progress Notes.

Who can see progress notes

By default, progress notes are shared with parents. Turn off Share with parent to keep a note staff-only. Staff always see all notes regardless of the toggle.

Tips

• Write a progress note when you have enough observations to see a pattern.
• Use Strengths and Areas for Growth to prepare for parent-teacher conferences.
• Flag Follow-up needed so you remember to revisit them.