Tier: Free; Sharing notes is available for Programs, Basic, Professional, Enterprise

Overview

Notes allow you to keep track of activity that you have done on behalf of someone seeking services (Seeker). Notes can be made in the Navigation History section, on Goals, or on individual referrals. Notes on referrals can also be shared across organizations.

Notes are saved in chronological order and can be deleted by clicking the trash can icon on the note.

If a Customer Site has dropdown menus, they will appear underneath the free text box.

Table of Contents

• How it Works
  • General Navigation History Notes
  • Notes on Goals
  • Notes on Referrals
    
    • Sharing Notes between Navigators and Programs
      
      

How it Works

On Seeker Profiles, you can add a notes by clicking Add Note in the relevant section. Notes will be saved in chronological order. Notes cannot be edited but can be deleted by clicking the trash can icon.

General Navigation History Notes

Leave general notes on the Seeker Profile about how you are supporting that Seeker.

To leave a general note:

1. From the top menu, choose People I'm Helping > People.
2. From the People I'm Helping Dashboard, access the Seeker Profile by clicking on the name of the Seeker.
3. Locate the Navigation History section.
4. Click Add Note.
5. Type your note.
6. Click Save.

Notes on Goals

Leave notes on the social care goals for the Seeker you're helping.

To leave a note on a Goal:

1. From the top menu, choose People I'm Helping > People.
2. From the People I'm Helping Dashboard, access the Seeker Profile by clicking on the name of the Seeker.
3. Locate the Goals section.
   • If you need to create a goal, choose Add Goal.
4. Click the Goal to expand it.
5. Click Add Note.
6. Type your note.
7. Click Save.

Notes on Referrals

Leave notes on specific referrals to track progress about a specific program.

To leave a note on a Referral:

1. From the top menu, choose People I'm Helping > People.
2. From the People I'm Helping Dashboard, access the Seeker Profile by clicking on the name of the Seeker.
3. Locate the Referral in the Navigation History Section, or within a specific Goal.
4. Click on the Referral to expand it.
5. Click Add Note.
6. Type your note.
7. Click Save.

Notes will be kept alongside the status update history. Notes cannot be edited but can be deleted by clicking the trash can icon.

Sharing Notes between Navigators and Programs

Notes on referrals can be shared between the Navigator and Program for additional visibility and communication, such as sharing additional context about a status update or progress with a referral.

To share a note:

1. From the top menu, choose People I'm Helping > People.
2. From the People I'm Helping Dashboard, access the Seeker Profile by clicking on the name of the Seeker.
3. Locate the Referral in the Navigation History Section, or within a specific Goal.
4. Click on the Referral to expand it.
5. Click Add Note.
6. Type your note.
7. Click the checkbox to Make this note visible to people outside your organization who can see the referral.
8. Click Save. 

When viewing all notes made on the referral, users can see which notes are internal and which have been shared.

Shared Referral Note Visibility

Shared Referral Motes are visible to Navigators and their Team Navigation/Sharing groups, and Claimers with access to the referral.