How to Create and View Worker Incident Notes

Modified on Fri, 20 Oct 2023 at 11:16 AM

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

 


Please note Worker Incident notes cannot be deleted.

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