How can I specify a Program related Action to be used as a Daily Note in Staff Action Plans
  • 22 Oct 2023
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How can I specify a Program related Action to be used as a Daily Note in Staff Action Plans

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Article summary

Navigate to Programs...

  • Open a Program in Edit Mode
  • Go to the Program Operations tab
  • Look for the Staff End-of-Day List panel

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  • Click on the '+' to add an Action (Delete actions by selecting them and clicking on the '-'.)
  • Once added, click on the action - an Edit Item window will pop open

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  • Once you check the "Prompt for Notes" checkbox, new selectable options will display
  • Click the Count as Daily Note checkbox

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  • Save your Item selections
  • Save your Program changes

Only one action should be selected to be counted as the Daily Note for each program.


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