This article explains how to add and manage notes within a staff member’s record in ParishSOFT, enabling administrators to document relevant details for internal reference and Safe Environment tracking.

1. In the Organization list, select the desired organization.
2. Click the Manage Staff tab to display the Staff List page.
3. In the Staff List, select the link of the desired staff member’s name to open his or her staff record.
4. Select the Notes tab. Then, click to put the record in edit mode.

5. Type your notes in the Notes field. If you need more space, click and drag this icon, located in the lower-right.
6. Click .

The system saves your notes and returns you to the Staff List page.

Updated October 16, 2025 16:53