Noted’s whānau feature allows you to record information on whānau sessions with one or more workers. Session records are included in each whānau member’s records list.
Please note: Whānau is currently only available for specific organisations working with Noted to help refine this tool before we release this to our wider user-base. If you would like to discuss this new tool, please contact us.
Creating a whānau
Navigate to Client records via the Switcher and then select Whānau from the menu
Click + Add whānau, provide details on the whānau, add the relevant clients and indicate which of those members is the primary contact before clicking Continue
Creating a session
Search for or add the whānau you wish to create a session for
Select Continue to sessions
Click Session, enter the relevant details and mark attendance
If required you can add further clients and workers
Click Save and review or start a session record
Note: In order to create a session or member record, you must be added to a session and marked as attending.