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.