Program notes let you document important information, updates, and activities related to your program.

Accessing Program Notes

1. Open the program
2. Click Notes in the workspace navigation

Adding a Note

1. Click Add New
2. Enter your note content
3. 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