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 cannot view notes for any other step in that pathway.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Click the name of the pathway.
- On the People tab, expand an entry by clicking
at the end of the row.
- Click Add a note or Add another note, make your entry, and save. To edit an existing note, click
and select Edit Note.
- 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.
- Click Save.
- To delete a note, repeat the process, but click Delete Note and confirm.