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Foster Notes and Documents

Use profile notes, team notes, and document storage on foster records

In this guide

Key sections from this documentation page.

Foster Notes

Foster profiles use separate note surfaces:

  • A saved Note appears with the profile facts when present.
  • Status Notes preserve the reason for a recent status change.
  • Team Notes in the Notes tab support threaded internal discussion and attachments. The right context column shows the two newest notes as truncated previews. Click a preview to open its discussion, or View All to open the full tab.

Use Team Notes for review decisions, placement context, follow-ups, and handoffs. They require Foster Coordinator access and are not visible to the foster. Each team member can edit or delete only their own notes and delete only their own comments.

Foster Documents

Select Documents in the profile toolbar, or follow the left-rail Documents link, to open the full document tab.

Authorized users can:

  • Upload one or more files.
  • Preview supported file types.
  • Download a file.
  • Edit its metadata.
  • Delete it.

Foster agreements, identification, home-visit records, training certificates, licenses, and other supporting files can all be stored here. They also appear in the central document library.

Application Uploads and Signatures

Uploads, agreements, and signatures collected by the configured foster form remain with the application or custom details. Use Edit to update form-driven data; use the Documents tab for files managed directly on the profile.

Activity

Recent document, status, assignment, and profile events appear in Activity beside the Team Notes previews.

Keep reading

Move through the documentation in order.