Staff notes are used to record important information against a staff member’s profile, such as performance details, incidents, or general comments. Notes can be marked as private and assigned a note type, helping keep staff records organised and secure.
To create a staff note, follow these steps:
⚠️ Important: To follow the steps you must have the relevant permissions to create a new staff note.
Click Staff.
Click on the required staff member.
Click Notes.
Click Add new note.
Enter a title for the note.
🤓 Tip: The green save button appears in the black bar above.
Enter additional details in the Description field if required.
Select the Private note checkbox if the note should be restricted.
Click Show note types to select a note type if required.
Click the green save button.