What are Pastoral Notes?
Pastoral notes are a way for you to communicate and log well-being notes for an individual student or multiple students.
Pastoral notes are a powerful tool as they allow you to assign a pastoral type & sub-type, name the event, provide a description, and add any additional notes. There is also the option to mark this note as sensitive and to add this to the watchlist. Sensitive notes restrict who can review these notes and the watchlist will add an icon next to your student's name so it flags other staff members of this event. Read more from Wikipedia.
☝🏽 Note - School has the ability to choose from 4 names for recording notes - those are Pastoral (default) / Conduct / Behavorial / Well-being - the support articles might have them used interchangeably. It means the same. Read how to change here.
Adding Pastoral Notes
There are 3 ways to add pastoral/conduct note :-
From the homeboard
From individual students profile
From pastoral/conduct page
Adding from the Homeboard
From the Homeboard on the web app, make your student selection by checking the circle on the top right cover on the student card, then click on 'Pastoral / Conduct / Behavioural / Well-being' at the top right of the homeboard screen.
To only add note to an individual student, hover over that student's name, you will see a drop-down menu, click on the 'Pastoral' option
Note : If a note is marked as sensitive, anything written in the 'note' field will be hidden from staff members without access to 'Sensitive Pastoral'.
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Adding from pastoral record page
Pastoral note can added from the pastoral record page, from the top right corner button called + Add Pastoral Note.
All Options of the New Pastoral window
🔍 Search & Add Student - search the students you want to add note for. You can add note for one or multiple students at once. If adding notes form homeboard, the selected students will appear automatically, more students can then be added/removed from here.
Select Category - based of the categories and sub-categories created by school admin, select the required category. Selecting a category will reveal the other options according to the settings set by admin for that category.
Note (description) - type in the conduct/behaviorial note for a student or group of students accordingly. You can now use rich text editor meaning set paragraphs, Bold, Italics, , add bullets, and hyperlinks
Date/Time - select the date on which the conduct occurred. By default the date/time is taken auto filled to the current date/time, you can change this to select a back dated day.
Points - points will appear if the category selected allows point fields. Add -/+ve points according to the behaviour. Note assigning points to multiple student will mean assigning points to all individual students in that multiple selection.
Action - action will appear if the category selected allows action fields. Action is simply a text box which can be used to write actions actions taken by staff on the student behaviour for others to know. While exporting all notes, action has its own column, which can be used to analyse actions taken for a particular behavioural.
Additional Notes - additional notes is ditto to action field. Here you can add any other supplementary information or any required field as followed by your school.
Attachments - you can add attachments in form text/image. The file must be a valid type from the following list: txt, rtf, csv, pdf, jpg, jpeg, png, docx, xlsx, pptx. and must be below 10.2MB.
Sensitivity - marking a note as sensitive will restrict who can view/edit the notes. Staff with access to 'View sensitive conduct notes' setting in Student Care (Nurture) settings under the Additional Permissions within the Staff Admin console can view the notes marked as sensitive.
Watchlist - enabling watch-list on a note, will add an icon next to your student's name, so it flags other staff members of the event. A watchlist can have an and end time enabled and will end on the selected date.
Notifications - finally, you can choose whether you want the student and/or the student's connected contacts(s) to receive a notification about the Pastoral record. Any staff members that have notifications set for the student will automatically be notified.
Save - we don't have the draft facility yet, so don't forget to press the "Save" button.
Cancel - if you visit not to record a pastoral/conduct note midway, hit the cancel button.
Editing Pastoral Notes
To edit a Pastoral Note from the student's profile, navigate into the student profile and then to the 'Records' section. Use the filter to show only Pastoral notes, and click on the note. Then use the three dots on the right side of the popup to edit.
Note: If you do not see the edit option, you have not been given permission to edit records by your school's Administrator. Contact an Admin in order to request that the record be edited.
Sharing Pastoral Notes
Pastoral Notes can be shared with other staff members within Orah. One summary can be shared at a time to multiple staff. To share the record, click on the 'Share' button found on top right hand side of the record/note.
Upon sharing the summary, recipient staff member will be receiving an email notification. In-case of wrong share or for other reasons, the access of the summary can be revoked by using the same Share button.
Reviewing Pastoral Records
View Records Within Student Profile
To locate a student's pastoral record history, hover over the student's name from the home board and 'view profile'. Click into the records section and use the filter to select pastoral. Change the date range to search if you would like.
You can then scroll through the student's pastoral notes, or use the export button to download the notes into a sheet.
View All Pastoral Records
Pastoral records has a centralised view, that is all of students' pastoral records in one place. Read more about it here Pastoral Records Overview Page.
*If the Pastoral Report is not visible in your school's account, please connect with your Customer Success Manager
How Sensitive Note Access Works (Updated June 2026)
Sensitive note access is now scoped to each user role's student coverage. Staff can view sensitive notes only when both conditions are met in the same user role (or individual staff permission set):
The student is assigned to the staff member in the Student Care (Nurture) section of that User Role.
The "View sensitive conduct notes" permission is enabled in that same User Role.
Platform-level student assignments are not considered for sensitive pastoral access. If a staff member needs access, confirm both conditions are met within the same role.
Filtering Pastoral Notes (Updated June 2026)
The Pastoral/Behaviour page now supports filtering notes by student house, tag, and note category. Use these filters to create focused views — for example, all behaviour incidents in a specific house, or notes of a particular category — without scrolling through the full chronological list.
Exporting Pastoral/Behaviour Reports (New — June 2026)
You can now export pastoral notes in two formats from the Pastoral Notes page:
Summarised Student Report (PDF or XLSX) — shows total records and points by category for a selected date range. The PDF is pre-formatted and ready to share with parents or use in meetings.
Detailed Report (XLSX only) — full record-level data with filtering by student, house, or tag, for auditing purposes.
To export: select students and a date range, then click the Export button and choose your format.
