There are a number of notes that can be downloaded: employee notes, service user notes, access details notes, and visit notes.
Employee notes
To view the employee notes, follow these steps.
Click HR, then click Employee.
Click Reports, then click Profiles.
Select the notes checkbox.
Add the relevant filters.
Click the export icon.
Service user notes
Click Service User, then click Service User.
Click Reports, then click Profiles.
Select the Notes checkbox.
Add the relevant filters.
Click the export icon.
Access details
Click Service User, then click Service User.
Click Exports, then click Service Users.
Then select the relevant filters.
From the Export Type dropdown, select Excel.
From the Export Template dropdown, select Service Location - Template - Export.
Click the export icon.
Visit notes
Click Planning, then click Visit.
Click Exports, then click Visits.
Select the relevant filters.
From the Export Type dropdown, select Excel.
From the Export Template dropdown, select Service Duty - Template - Export.
Click the export icon.
🤓Tip: Once downloaded, the visit notes show under the Data tab in column DX.