- Go to the Main Menu and select Client List, enter the client’s name in the Search Field
- Select the Edit button above the Client Profile Tile
- In the Profile tab, go to the Add Note + button
- The Add Note window will be displayed
- General Note, document info. that’s specific to an activity eg. tasks for staff.
- Journal Note, document info. about a participant engaging in your activity.
- Date/Time, defaults to the time that the note was written, you can change the time.
- Add a Title/heading
- Add a Description (mandatory field)
- Select Is a priority note that stays at the top of note list.
- Select Is confidential and not visible to normal users.
- Add Track time spent, if you want to add the amount you’ve spent with the person
- Linked to Person set as Chris Martin as we’ve created the note through his Client Profile
- Linked to Activity select from the drop-down list of activities. Eg. Chose an Activity that Chris Martin would be attending.
- Add Labels to better categorise the note to make it easier to search for the note at a later date.
Once a Note has been added. This note will appear on the Attendee Tab in the Activity Summary for staff to view as a default
If the Note is marked as a priority note it will display in the Client Tile within the Client List.
When a client is rolled over from one activity to another this action will appear as a note.
Adding notes to a client profile Print
Created by: Michael Hillier
Modified on: Fri, 9 Jul, 2021 at 2:42 PM
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