Pastoral Notes

Pastoral notes allow staff to record private, sensitive information about individuals for pastoral care purposes.

Creating a Note

1. Open a person's profile
2. Click the Pastoral Notes tab
3. Click Add Note
4. Enter the note content and select a category
5. Save

Note Categories

Privacy & Access

Pastoral notes are highly sensitive and access is restricted:

• Only users with the pastoral_notes:read permission can view notes
• Only users with the pastoral_notes:write permission can create or edit notes
• By default, only Admin and Staff roles have pastoral notes access
• Notes are never visible to the person they're about
• Notes are excluded from CSV exports and reports

Follow-up Workflow

Mark a note as requiring follow-up to add it to the pastoral care queue:

1. Create a note with the Follow-up category
2. Assign a staff member responsible for follow-up
3. The assigned person sees it in their My Follow-ups list
4. Mark as complete when the follow-up is done