Confidential comments may be added or viewed in several different ways(as long as the user has been given permission to ADD VISITS under the permissions area):
- From within a person’s profile information.
- From the My Comments menu.
Enter confidential comments To enter comments, from an individual’s record do the following:
- Tap the Find Family menu at the bottom of the page.
- Enter the Last Name of the family.
- Tap SUBMIT.
- Tap on the name of the individual you need to enter comments for.
- Expand the Comments section.
- Tap ADD COMMENT button.
- Enter the Date of the comment.
- Enter the Comments.
- Tap SAVE at the bottom to save the information.
To enter comments from My Comments, do the following:
- Tap on My Comments from the hamburger menu in the upper left.
- Tap on the plus sign in the upper right.
- Enter the Last Name of the person you are entering the notes for.
- Tap on SUBMIT.
- Tap on the name of the specific person from the results list.
- Enter the Date of the comment.
- Enter the Comments.
- Tap the SAVE button at the bottom of the page.
Look up confidential comments previously entered
To view the comments previously entered, do the following:
- Choose My Comments from the hamburger menu in the upper left.
- A list of the people who have comments that you’ve entered are listed.
- Tap to view the comments related to them.
View confidential comments for a specific person To view confidential comments, from an individual’s record do the following:
- Tap Find Family from the bottom.
- Type in the last name of the individual in the search box.
- Tap SUBMIT.
- Select the appropriate family from the results box.
- Tap on the individuals name from the family members list.
- Tap on the Comments section.
- Their comments will be displayed.