Morrisby - How to Claim a Guidance Meeting and Add Meeting Notes - Click here to access a guide with screenshots.

1. Access the Interview Section

• Log in to your Morrisby Manager account.
• From the left-hand side menu, click 'Students'.
• In the student overview, select the 'Assessment' tab.

2. View Interview Status

• Locate the 'Interviews' column.
• Icons here indicate the status of the student’s interview preparation.
• Hover on the icons to see what they mean.

3. View student preparation

• Open the student account
• Click on Profile Interview
• See the first two steps to see what the student filled in

4. Claim the meeting

• Click on 'Interview Discussion'
• Tick the box to assign the interview to yourself and select if the interview is in person or remotely.

5. Add and Share Interview Notes

• Add notes for the interview.
• Use 'Load' to open a structured template—this helps organise your notes.
• Once notes are complete, click 'Save Notes'
• Toggle 'Share with the Student' to Yes.
• Click 'OK' to confirm.

6. Need Help?

• If you need further assistance, contact Morrisby Customer Success at support@morrisby.com for help.