How to use a Routine Meeting Note Template more than once with the same student

Assignments tab, apply Routine Meeting Note. To re-apply the same routine meeting note template but its grey, not able to be selected again because it was used once. Change the name/title of the first-use of the same Meeting Note Template

Scenario:

A counselor is trying to assign a Routine Meeting Note or routine assignment to a student but notices that the areas are greyed out, preventing them from adding the assignment.

This happens because the routine assignment has already been applied to the student, and by default, the system won’t let you add it twice.

If the same template needs to be applied multiple times, here's a quick solution.

1) Check your Routine Assignments / Meeting Notes 


2) Go to student's dashboard and see Routine Assignments / Meeting Notes .

3) Edit Routine Assignments / Meeting Notes 

5) Change name of applied Routine Assignments / Meeting Notes 

6) Go back to Add Routine Assignments / Meeting Notes and see unchecked

 

Please see this article for more information regarding Bulk Assigning. Routine Assignments - Bulk Apply Across Students.