You may wish to add notes to a resident to keep track of important details for yourself or other site team members. Each resident has a notes section where notes can be read and added.

Note: Notes are only visible to team members and are not displayed to residents.

Steps

  1. Find the Resident You Wish to Update
    Click on Residents in the menu, and find the resident you wish to add a note to. Click on the resident to open their details.

  2. Add a Note
    With the resident drawer open, scroll to the Add Note section. Enter your text into the Notes field, then click the Add Note button. Your note is now saved.
Was this article helpful?
0 out of 0 found this helpful