Add and View DCW/Employee Notes

Follow these steps to add a task note to an DCW/Employee’s profile.

  1. Go to the DCW/Employees screen.

    Go to the DCW/Employees screen.

  2. Use the quick search, then select the DCW/Employee’s name to open the direct care work or employee profile.

    Use the quick search, then select the DCW/Employee’s name to open the direct care work or employee profile.

  3. Select Notes.

    Select Notes.

  4. Select +Add to add a new task note.

    Select +Add to add a new task note.

  5. Select the Type of note being added from the dropdown menu.

    Select the Type of note being added from the dropdown menu.

  6. Fill in your task note in the Note section and select Save.

    Fill in your task note in the Note section and select Save.

  7. After the task is finished, the task note can be marked as complete by selecting the Checkbox next to Completed and then Close.

    After the task is finished, the task note can be marked as complete by selecting the checkbox next to Completed and then Close.