Overview of Caring Documentation

The Minister for Community Care is responsible for all caring documentation in Planning Center Online (PCO).   

General guidelines for notes in PCO

• Document the basic, “need to know” information. Keep notes succinct.
• Write for a future audience that is not you.  Don’t make assumptions that the reader of the note knows what you know about the person. (e.g. the name of the person’s spouse)
• Caring Notes and Pastoral Notes can also be used to document verbatim encounters with congregants (e.g. an email setting a boundary)

All notes are created in the People module of PCO: https://people.planningcenteronline.com/