How to Record a General Note
This guide explains how to record a general note for one or more service users
Takes 3 minutes
For: Care Staff
Updated: 27th July 2026
Introduction
The General Note recording area allows you to add observations, updates, and other relevant information to a service user's record. You can record a note for one or more service users, apply a red flag, select a category, use a shortcut message, and attach a photo if required.
In this guide you'll learn how to:
- Open the General Note recording area
- Select one or more service users
- Record the date, time, and note details
- Apply a red flag and category
- Add a shortcut message or photo
- Save the completed note
Open the General Note recording area.
Select the service users you want to record the note for.
Review or amend the date for the note.
Review or amend the time for the note.
Apply a red flag if the note requires additional attention.
Enter the general note details.
Select a shortcut message if you want to use an existing template.
Select the shortcut message from the drop-down list.
Select the photo option if you want to attach an image.
Take a photo using your device or upload an existing image.
Select Save Changes to save the general note.
Top tip
Keep general notes clear, factual, and relevant, and use a red flag where the entry requires additional attention.
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