You just can’t take too many notes! Documenting key conversations and important details is vital to the success of your organization. Here are some examples: Information on life events like hospitalization of a loved oneInterest in a specific serving areaLikes or dislikes (i.e., preferences related to your organization)Time and date of phone calls These notes help the staff to be on the same page and help make an organization of any size feel small and caring. There are different types of notes: Alert Note - Used to alert viewers of very important topics. These note types will always remain at the top of the list.Normal Note - These are the default note type. They are viewable by anyone who has been given access to them.Private Notes - These notes are viewable only by the person who entered them.Add Note - Click in this area and start typing to add a new note. Sometimes you might want to enter a note that only you can see. There are a couple of ways to do this. The first, and easiest, is to make the note private. When you do this, you’ll be the only one who can view it. If you would like to share the note with a limited group of people (like Pastoral Staff), click the ti ti-lock button and enable viewing for only the Pastoral Staff group. NoteBecause we can't add security to an item before it's been created, the security icon will only be visible after the note is saved. Editor Window - This is where you can enter notes and mark them as Alert or Private. If neither Alert nor Private are checked, the note can be seen by anyone with security to view person notes. You can also select Pin to Top to keep the note at the top of the list. Sometimes a note is very important, and you want everyone to see it. Checking the Alert checkbox will keep the note at the top of the list and highlight it in red. These types of notes can be used to warn staff of a potential issue. WarningIf you’re creating an alert note, then it’s probably related to unpleasant or sensitive circumstances. As you consider your wording for an alert, try to be as discreet as possible while still getting your point across. We mentioned above that Alert notes will stay at the top of the list of notes. Below the Alert notes will be notes marked as Pin to Top. If there are multiple Alert, Pin to Top, or regular notes, then the most recent notes will be displayed first. Security for Notes It's important to understand who will be able to see or edit notes. We touched briefly on note security above, but here is a full breakdown of what you can expect. Private: Private notes are only viewable by the creator. No one else, no matter what their permissions are, can see them.Approve: The Approve security verb lets you approve notes. You can view any notes for which you have Approve permission.View: You can view a note if you have View security to the note itself. You can also view notes you have created or modified in the past. Lastly, you can view a note if you have rights based off of the Note Type.Edit: Edit access gives you rights to add a new note and to edit notes that you have created. Edit access DOES NOT give you rights to edit notes that were created by someone else.Administrate: Administrate permission will let you edit notes, including notes you did not create.