How to log a note, where it is stored and who can see it

A note can be logged in a number of areas on the system, for example against an enquiry, against an individual contact or against the council.    In addition when a clerk, officer (with editing rights) makes changes to their record through the portal, for example, updates their address, or telephone number, this is also logged as a note against their record.

Logging a note against a council record or contact record

go to contacts and select the council or the individual contact
click on the 'log note' icon and add details and save

Logging a note against an enquiry

the same instructions apply as above and in all instances the end user through the portal will not be able to see the note.

See also 'dealing with confidential enquiries'