Adding notes to ministries

Notes are a really important feature in ChurchSuite, providing an opportunity to clearly and comprehensively record important information. But more than that, Notes also provide a helpful way of restricting the visibility of information to specific users, or just those who need to know.

Notes can easily be added against any Ministry in the Rotas module. This may be particularly useful when you're planning ahead and need to keep a record of conversations you might be having with certain team members or leaders in your church.

Begin by selecting a Ministry (Rotas > Ministries) and click 'Add Note'. Enter the information and then set the visibility - either to to all module users (the default), just yourself, or to a specific User Group, using the drop down "Visible to" menu.

Having added a Note, you also have the option of 'pinning' a Note to the top of the list. Pinned notes always stay at the top of the list so that your important notes always get seen! Pinned notes can also be unpinned if needed. Once unpinned they take their place back in the date order of your other notes.

Please Note: You can only restrict visibility to groups that you belong to. If the group which you need to restrict visibility to does not show up then make sure you are a User in that User Group by going to "Administrator" > "Groups" - you will need Administrator permissions to access the Administrator menu.

You can view all notes entered against Ministries in the Notes report located in "Rotas" > "Reports" > "Notes". The report displays a link to the particular Ministry along with the complete details of the note.

You can filter this report based on the note author, whom the note is visible to, and between a specified date range.

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