Adding Staff Notes and Reviewing History

Staff notes capture ongoing operational context, while History helps explain recorded changes.

Add a note

  1. Open the person's Notes tab.
  2. Use the note search to check whether the information already exists.
  3. Enter the relevant information in Add Note and choose Save Note.
  4. Use the offered edit or delete controls only when permitted and appropriate.

Profile notes and ongoing notes

Overview also displays General Notes and, for authorized users, Admin Notes from the profile. These fields serve a different purpose from a series of dated entries in the Notes tab. Choose the appropriate location and avoid assuming every viewer has the same access to administrative information.

Review History

Open History and search by the offered Log (Details), Action, Category, or Action By options. Use it to review recorded activity and identify who performed an action when that information is available. Audit visibility depends on permissions.

Adding a staff note is not a message to the staff member and does not create a task or event. Use the corresponding communication or activity workflow when you need action.