Bank Holiday Closure Notice:  We will be closed on the 3rd April for the Easter bank holiday, so our customer service team will not be available on this day. If you need to get in touch, you can still use our customer contact form and we will get back to you as soon as possible. Even better, Margo will still be available on our phone lines to help with your queries whenever you need support. We hope you have a lovely Easter weekend 🐣

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    Bulk Staff Notes

    This guide will cover how you can add notes to multiple staff records at once. Staff notes are useful for adding information to a staff record which is not covered elsewhere.

    1

    In the Administration of Care Control Windows, navigate to the Add / Edit Staff Records tool, which can be found under the Common Options and Staff Area tabs.

    2

    Next, select Create Staff Notes from the options in the top right corner of the window.

    3

    Select the staff members you wish to add the note for by clicking on their name on the left-hand list, then press Add. This will move them to a list on the right-hand side.

    Next, enter the contents of the note.

    Finally, press Save Note.

    4

    The note will be saved in the Notes tab of the staff record.