Quick Start
- Open Care → Pastoral Notes (requires the Pastoral Notes capability).
- Review stat cards for total, confidential, and shared notes.
- Filter by Category or search by title, content, or member name.
- Click New Note to record a visit or conversation.
- Expand a card to read full content; use Edit or Delete as permitted.
How-to Guide
Confidentiality
The page header reminds you that notes are restricted. When creating a note:
Stat cards help auditors spot how many confidential records exist without opening each note.
Categories
Categories come from Catalogs (pastoral note categories). Filtering by category speeds up review before elders’ meetings or supervision sessions.Note content
Each note includes:- Title and rich Content
- Linked Member (optional)
- Category badge
- Created date and author metadata
1
Capture the encounter
Click New Note, enter title and details while the conversation is fresh.
2
Link the member
Attach the relevant Member so the note appears on their profile Care Activity tab.
3
Set confidentiality
Toggle Confidential when the content is for senior pastoral eyes only.
Related
Care Requests
Operational care tracking for teams and deacons.
Members
Member profiles surface linked pastoral activity.
Prayer Dashboard
Prayer support alongside visitation notes.