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Pastoral Notes

 

  • Documentation of sensitive information regarding spiritual/emotional status of congregant.  Visible only to ministers. 
    • Example of pastoral note: Jane Doe disclosed that she suspects her spouse has dementia.  I was the first person she mentioned this to — she doesn’t plan on sharing with anyone else at this time.
    • Process:

      • Open PCO People profile of the person about whom you wish to write the note

      • Click “Notes” > New Note > 

      • Category = Pastoral Notes

      • Type text into field of pastoral note.  

      • Click “Create”

    • Very Sensitive Information: If you have a concern about putting very sensitive information in PCO, share it with the other ministers in a Signal chat instead.