Adding and Viewing DCW/Employee Notes

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

1. Go to the DCW/Employees screen (DCW/Employees). 

 

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

 

3. Select Notes. 

 

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

 

5. Select Type of note being added from the drop-down menu. 

 

6. Fill in your task note in the note section and save.  

 

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