Question? In your student information system, do you have writes which would allow you to add information to a student's discipline file?

I am a former principal and central office administrator. As a principal, I went to the list of discipline infractions and added one more. I called it "Communication Documentation" and gave it a code of 0.0 so that it sorted to the top of the list.

Notes from phone calls and parent conferences were entered into the discipline record and given the infraction code of "0.0."

Whenever I wanted to see a list of the communication I had regarding that student, every student in that homeroom, every student in the grade level, or whatever combination I desired, I ran a discipline report filtered only to show infraction 0.0.

At the end of the year, I printed a hard copy of the 0.0 stuff sorted by grade level and with a secondary sort on last name. Worked like a charm.

From your post, it looks like you are at the central office. I don't know how principals would feel about you being able to add to a student's discipline records, and I don't know how you would feel about principals being able to read the notes from phone calls.