Help GOMS Add notes via dashboard Table of contents Add note Select the ‘Add note’ icon in the ‘Notes’ panel Select note type from the drop-down menu Group Individual For Group notes: Select program Select client/s Add group note Select note type ‘Group’ Program – select program name Deselect any clients required Add in a category if required or select from drop-down list if enabled Enter note Select ‘Save’ This note will now be applied to all selected clients Add individual note Select note type ‘Individual’ Search for relevant client Add in a category if required or select from drop down list if enabled Enter note Select ‘Save’ NB: Category is a free text field unless the drop-down list is enabled. Last updated: 9 June 2020