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The Notes Tab on Child Profiles

How to add notes to the profile of children in your setting

Julia Rose avatar
Written by Julia Rose
Updated yesterday

Where to Find the Notes Tab

To find a child's notes tab:

  • Head to the child's profile and select Notes from the menu at the top

  • If you're using Famly on a smartphone, click on More and select Notes from there


How to Use Notes

The notes tab is a central place to record and store important information about each child. It keeps everything together in one place, making it easier for staff to access when needed.

You might use it to:

  • Upload physical documents, such as medication records or care plans from specialists

  • Scan documents directly into the app

  • Securely record a safeguarding concern or disclosure

  • Add useful details to support the child's care, such as their comfort object or what name they use for their parents

💡 Good to know: when you add a note to an enquiry, the note will automatically be carried over to the child's profile if you enrol them


How to Add a Note

To add a new note for a child

  • Head to the child's profile and select the Notes tab

  • Click on the New note button

  • Type your note in the text box

  • If needed, attach a file using Choose files

  • Choose the type of note: Regular, Sensitive, or Safeguarding disclosure

  • Decide whether the note should be Visible to parents

  • Click Save and publish when finished

💡 You can edit notes later to change their sensitivity or visibility settings


How to Scan Documents

Instead of entering a note manually, you can scan documents directly into the app:

  • Click on New note and select Scan document at the bottom

  • Take photos of each page you want to include. Famly will convert these into a PDF

  • Before saving, you can:

    • Delete pages you don’t need

    • Add extra pages

    • Rearrange pages into the correct order

  • Upload the completed PDF to the child's profile


Viewing Past Notes

All existing notes are stored in the Notes tab in chronological order, with the most recent at the top.

You can filter notes to show:

  • Visible to parents

  • Sensitive

  • Safeguarding disclosure

Depending on your role permissions and the type of note, you may not be able to view every note on a child's profile.

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