Who can use this feature?
The General Notes section allows caseworkers to store important client-level details that do not fit within individual case notes. These notes are always visible within the client’s profile, making it easy to reference key information when providing support.
How to add a general note
1. Open Client Profile: Navigate to the client’s profile in the Jobs Portal.
2. Locate General Notes: The General Notes section is located in the Overview tab.
3. Enter Notes: Click the Edit link and add the relevant information.
4. Save Notes: Click Save to update the notes. Notes are immediately visible to other staff with access to the client’s profile.
Editing or removing general notes
- Edit Notes: Click the Edit link to the right of the General Notes heading, and add the relevant information.
- Remove Notes: Click the Edit link to the right of the General Notes heading, delete the text from the field and click Save to clear the notes.
