Overview

This article explains how to add / edit a note about a member of staff. Notes help you keep track of important staff details.

Notes are added / edited from within a staff member's record accessed from the All Staff.

Instructions

Open the staff member's record

From within Juniper MIS:

1. Select Staff.
2. Select All Staff.
3. Locate the staff member in the list.
4. Select the staff member's Full Name to open their record:
   
5. Select the Notes tab:
   

Add / edit a note

From within the Notes tab:

1. Select +Create to add a new note. To edit an existing note, select the note from the Notes list, then select Edit.
2. Enter / edit the note details:
   
   1. Enter / edit the Subject.
   2. Select / edit the Category.
   3. Enter / edit the Description.
   4. Optionally, add additional pupils, staff, or contacts, then select Save.

Outcome

The note is saved, and listed in the staff member's Notes list:

Related information

• MIS: How do I add a Note Category?

Updated 24 July 2025 13:38