Open Notes
- Open a pet profile.
- Select Notes in the profile toolbar.
The tab count shows how many Team Notes are on the pet. Quick log > Note in the right rail opens the same section.
Add and Manage Notes
Authorized staff can:
- Add a note.
- Attach supporting files.
- Comment on an existing note.
- Edit or delete their own notes, and delete their own comments.
Notes and comments are always posted under your own name, and nobody can edit or delete a teammate's note or comment. Deleting your own note also removes the comments on it.
Notes show their author and timing and keep staff discussion separate from the pet's public description.
When to Use Notes
Use notes for internal observations and context such as:
- Behavior or enrichment observations.
- Feeding or routine context that is not a formal schedule.
- Staff handoffs.
- Foster or adopter interactions.
- Questions and decisions that need a discussion thread.
Use a Task when work needs an owner, board state, or due date. Use Medical for formal health history. Use the pet form's description or a public custom field for information intended for potential adopters.
Privacy
Pet Notes are internal and do not appear on public pet profiles. Avoid copying unnecessary personal details about prior owners, applicants, fosters, or staff into the pet record.