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How to: Rearrange Student Card Tabs

Customize the order of tabs on student cards to match your workflow.

Every user's workflow is a little different. Tab rearranging lets you put the information you reach for most, whether that's Medications, Documents, Home Contacts, or something else, right at the front of every student card. Your custom order saves automatically and applies across all students, and it only changes the view for you β€” other users keep their own tab order.

How to use it:

  1. Open any Student card

  2. Click and hold on any tab

  3. Drag it left or right to your preferred position

  4. Release, your new order is saved automatically

πŸ’‘ Tip: Your tab order applies to all student cards, so arrange based on what you need most often across your entire student population, not just for one student.

πŸ’‘ Tip: If you use the "More" overflow menu often, try moving those tabs forward so they're always visible.

Best Practices:

  • Put your highest-frequency tabs in the first two positions for fastest access

  • Re-evaluate your tab order at the start of each school year as your workflow priorities shift

  • Remember that your order is personal, if a colleague wants a different setup, they can arrange their own tabs independently

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