Admin users can record internal notes via the "Notes" tab on each profile page in CampSite. Each time a note is created, it's assigned to a specific note category. Camps can create/manage their preferred note categories via the Notes admin settings for their database.
Also, it's via the note category settings that camps control which admin users are allowed to read/edit/create notes within that category.**
Each module has its own Notes settings on the Admin page. First, select a module tab (e.g. Campers; Families; Staff); and then select "Notes" from the sidebar menu underneath.
From the Notes page, admins can:
**Important: Only admin users who have Notes "admin" permissions for a given module can create/edit note categories for that module. Notes admin permissions are located within the User's Permissions, under the permissions for the respective module. Click here to learn more about user permissions.
Add New Categories
First, click the "Add new category..." link.
Next, type the name of the category; select which admin users are permitted to read/edit/create the notes in this category, and click the add the category.
Change a category name and/or edit which users are allowed to access notes within the category.
Double click the pencil icon for the category you wish to edit.
- Type a new name to change the current category name
- Select which users can read/edit/create notes for this category
- Click "Edit category" to save changes