Skip to main content

Notes Tab

The Staff Notes tab allows you to create, view, and manage notes for individual staff members. Use notes to record important information, observations, or reminders about a staff member.

Sarah May avatar
Written by Sarah May
Updated this week

Accessing Staff Notes

  1. Navigate to Staff from the main menu

  2. Click on a staff member's name to open their profile

  3. Select the Notes tab

Viewing Notes

Notes are displayed in a table showing:

Column

Description

Note

The note title (click to view full details)

Author

Who created the note

Created

When the note was created

Actions

Edit or delete options

Click on a note title to open the full note in a modal and read all the content.

Adding a Note

  1. Click the Add Note button in the top right corner

  2. Enter a Title for your note

  3. Write the note Content in the editor

  4. Click Save to create the note

Editing a Note

  1. Click the (three dots) button in the Actions column

  2. Select Edit

  3. Modify the title or content as needed

  4. Click Save to apply your changes

Deleting a Note

  1. Click the (three dots) button in the Actions column

  2. Select Delete

  3. Confirm the deletion in the modal that appears

Note: Deleted notes cannot be recovered.

Did this answer your question?