Program notes let you document important information, updates, and activities related to your program.
Accessing Program Notes
- Open the program
- Click Notes in the workspace navigation
Adding a Note
- Click Add New
- Enter your note content
- Save the note
What to Document in Notes
- Program updates and milestones
- Meeting summaries
- Issues or challenges encountered
- Decisions made about the program
- Participant feedback or testimonials
- Staff observations
- Grant-related documentation
Note Timestamps
Each note is automatically timestamped with the date and time created and the user who created it.
Tips for Effective Notes
- Be specific and include relevant details
- Date-reference activities when applicable
- Use notes to create an activity history
- Include context someone else would need to understand