The Notes tool significantly enhances evaluation and outcome reporting by serving as an Activity Log that captures rich, qualitative data.
It can also be used for adding instructions so staff know what to do when running a program or class.
On the Front Desk, select on Activities then Current
Enter the Activity or Program name in Search and when the Activity Tile is displayed, select Edit
Select the Notes tab, then select + Add Note
Choose a Note Type
General – use for progress reports
Task - use for detailing instructions
Reminder – alert staff to tasks or actions that need to be taken
Defaults to Date / Time when the Note was created
Enter a Title, Description (required)
Checkbox – Is a priority note that stays at the top of note list.
Checkbox – Is confidential and not visible to normal users.
Checkbox – Track time spent.
Checkbox - Is Task
Link to Person if the note is specific to a client
Link to Staff if the note is specific to a staff member
Link to Activity – this is automatically set to the activity you’ve selected.
Labels, enter labels to categorise the note for filtering ie Instructions.
4.Select Add.