> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adoraone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pastoral Notes

> Confidential pastoral records — categories, confidentiality flags, and member-linked context.

**Pastoral Notes** stores sensitive conversation and visitation records for authorized pastors and care leaders. Notes can be marked **confidential** and are restricted by role.

<Frame>
  <img src="https://mintcdn.com/adoraplan-b5f8a5a4/oEAoIeMo_RzI8e8d/images/pastoral-notes/pastoral-notes.png?fit=max&auto=format&n=oEAoIeMo_RzI8e8d&q=85&s=84c7999103e66b85e65e5dc2e2a5b425" alt="Pastoral Notes list with confidentiality stats and category filter" width="1440" height="900" data-path="images/pastoral-notes/pastoral-notes.png" />
</Frame>

## Quick Start

1. Open **Care → Pastoral Notes** (requires the **Pastoral Notes** capability).
2. Review stat cards for total, confidential, and shared notes.
3. Filter by **Category** or search by title, content, or member name.
4. Click **New Note** to record a visit or conversation.
5. 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:

| Option           | Who can see it                                          |
| ---------------- | ------------------------------------------------------- |
| **Shared**       | Authorized pastoral staff in your tenant                |
| **Confidential** | Tighter access — flagged with a shield icon on the card |

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

<Steps>
  <Step title="Capture the encounter">
    Click **New Note**, enter title and details while the conversation is fresh.
  </Step>

  <Step title="Link the member">
    Attach the relevant **Member** so the note appears on their profile **Care Activity** tab.
  </Step>

  <Step title="Set confidentiality">
    Toggle **Confidential** when the content is for senior pastoral eyes only.
  </Step>
</Steps>

<Tip>
  Pastoral Notes are separate from **Care Requests** (operational tickets) and **AdoraCounsel** case files (formal counseling). Use the right tool for each type of record.
</Tip>

***

## Related

<CardGroup cols={2}>
  <Card title="Care Requests" icon="heart-handshake" href="/en/adoracare/care-requests">
    Operational care tracking for teams and deacons.
  </Card>

  <Card title="Members" icon="users" href="/en/adoracare/members">
    Member profiles surface linked pastoral activity.
  </Card>

  <Card title="Prayer Dashboard" icon="hand-heart" href="/en/adoracare/prayer-dashboard">
    Prayer support alongside visitation notes.
  </Card>
</CardGroup>