How can I create multiple Staff Action Plan Notes at the same time
- 23 Oct 2023
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How can I create multiple Staff Action Plan Notes at the same time
- Updated on 23 Oct 2023
- 1 Minute to read
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- PDF
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To create multiple daily notes at the same time in Staff Action Plans...
Open the Staff Action - Work Queue.
Select an Action that involves more than one individual.
- Select the Individuals you want to add a note to.
- Click Create Group Note.
Enter a Group Daily note for a single date or date range. (You can add or remove clients to be updated, at this time, as well.)
Select the suggested service charge, and either Save the Note or Sign and Submit
A note which has been signed and submitted will display as follows:
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