The Person Profile Notes feature is your private digital notepad for each person. Keeping track of conversation logs, personal reminders, or internal details directly on a profile ensures that critical context is never lost, regardless of the asset’s current status.

This guide covers:

• Locating the notes section on a person’s profile.
• Adding a new private note.
• Saving your notes for future reference.
• Viewing all notes attached to a profile.

Your team now has a shared memory of every important interaction.

💡 Power User Insight: Because you can add and view Notes regardless of whether an asset is active or inactive, this feature is perfect for documenting offboarding details or re-hiring considerations. This ensures that if a worker returns to your company, their full history and previous feedback are immediately available to your scheduling team.