Log a Note
Step 1 — Who?
Step 2 — Type
Step 3 — Severity
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Step 4 — Follow-up action
Step 5 — Brief note (optional)
Assign follow-up to (optional)
Follow up by (optional) — a reminder resurfaces & notifies the assignee that day
Active Note Found
Mark In Progress
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Recipient groups
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Note Logged
Add Person
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Email (optional)
Import Roster (CSV)
Notice Care
Notice who needs you
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