Add/Edit Pathway Notes

Record any special circumstances or occurrences related to an individual pathway participant.

Users whose permissions include Manage Pathways can add and view pathway notes within any pathway. Pathway leaders can add and view notes within the pathway they lead; pathway step leaders can add notes within the step they lead but can view notes for any step in that pathway.
  1. Sign in as an administrator or user with the appropriate permission.
  2. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Current.
  3. Click the name of the pathway.
  4. On the People tab, expand an entry by clicking the expand arrow icon at the end of the row.
  5. Click Add a note or Add another note, make your entry, and save. To edit an existing note, click the ellipsis icon and select Edit Note.
  6. If you're adding a note, select whether to copy it to the person's profile as well. Select whether the note should be public or private.
  7. Click Save.
  8. To delete a note, repeat the process, but click Delete Note and confirm.