Notes and tasks

Create, manage, and follow up on client notes and tasks from the client profile and app notes area

Notes in Visualcare capture information from the roster, mobile app, and direct entries on the client profile. When a note is assigned to an office user, it becomes a task for follow-up.

Where notes come from

Notes are created in several ways:

• From the Vworker mobile app
• From within the client Notes tab
• From within the roster area

As soon as a note is created, it flows through to the client’s Notes tab where office staff decide how to handle it.

Managing a note

If a note needs follow-up, open it and set the parameters:

Field	Description
Priority	Low, Medium, High, or Urgent
Category	The type of note (categories are configured in Maintenance → Note Category)
Note	The text content. Notes are editable with a full edit history retained. Deleting needs a specific permission - see below
Assign To	Select the person to assign the note to (this creates a task for that user)
Link to worker	Copies the note to the worker’s profile notes tab
Remind Date	Set a reminder date for follow-up
Requires Follow Up	Auto-ticks when the note is assigned to someone
Mark note as completed	Tick this when the note has been actioned

Deleting a note

Deleting notes is controlled by the Ability to delete note permission in User Group Security, under the Clients section.

If your user group has the permission, open the Column Chooser on the notes table, drag in the Delete column, and use it to delete the note. If not, ask someone in the Administration user group to delete the note or enable the permission.

App notes

Notes created in the Vworker app are pushed to the App Notes area of VCore, where office users manage them. The App Notes KPI tile on the Home Dashboard shows the number of unread notes needing action. The count increases when new notes arrive and decreases once notes are marked as read.

Access App Notes from the Home Dashboard KPI tile or from Operations → App Notes.

Filtering and searching

Use the filters at the top of the screen to search for specific notes:

Filter	Description
Show All Read Status	Show all notes, unread only, or read only
Date Fields	Display notes created between selected dates
Mark All As Read	Bulk-change all displayed notes to read status
Mark Selected As Read	Change selected notes to read status

Customise the page further using the column chooser, search button, column grouping, or column filters.

Marking notes as read

If no action is needed, click Mark As Read. The note is timestamped, the user name is recorded, and the KPI tile count decreases.

Actioning a note

For notes needing action, mark as read then use the Edit button to manage the response.

To update only the Category and Priority, select them and save.

To create a task, select a user from the Assigned To list.

Running into issues?

See Client management troubleshooting for common errors and fixes.

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