Before you start
Prepare the right information
- The lesson must belong to the current school and have an assigned instructor.
Workflow
Complete the task step by step
- 1
Open Calendar and select the assigned lesson.
- 2
Confirm the student, instructor, vehicle, location, and lesson time.
- 3
Use the completion action only after the lesson has taken place.
- 4
Record concise skills practiced, an optional score, and professional instructor notes.
- 5
Choose portal visibility only for notes appropriate for the student or guardian to read.
- 6
Save and verify that the lesson history and package balance changed once.
Expected result
What success looks like
The lesson progress records workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Private instructor notes should remain factual, necessary, and appropriate for a student record.
Important
Keep these boundaries in mind
- Private instructor notes should remain factual, necessary, and appropriate for a student record.