How to Create and View Worker Incident Notes

Created by Aimee Bridges, Modified on Wed, 07 Sep 2022 at 12:20 PM by Jacobus van Zyl

Overview

Worker incident notes are a helpful tool in documenting the performance of a specific worker. These notes are created in the worker's profile and are time-stamped with the name of the coordinator who added the note.

 

Considerations

You are unable to delete/remove Worker Incident Notes once they have been created in a worker's profile.

 

To Create a Worker Incident Note:

1) Go to the Workers page

 

2) Select the specific worker's profile

 

3) Scroll to the bottom-left hand side of their profile

 

4) Select an incident entry from the dropdown menu

 

5) Enter in notes and select Add Entry to document the note

 


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