Daily notes, charts and body maps are where most of a shift’s evidence actually lives. Get them right and an inspector, or a family member, can see exactly what happened and when. Get them wrong, or just underused, and you’re left explaining gaps after the fact.
Teams often use these tools at a fraction of what they can do. Daily notes get logged as forms by mistake, or the other way round. Backdating trips people up when someone remembers something a few days late. Charts get filled in on paper because nobody’s shown the direct-entry option. None of that is anyone’s fault. It’s usually because nobody’s walked the team through it properly since they were first trained.
What this webinar covers
Sam and Steve go straight into the system and show exactly how daily notes, charts and body maps work in practice, from adding an entry to finding it again weeks later.
You’ll see the real difference between a daily note and a form, and why the colour coding matters. You’ll see how the seven-day backdating rule actually works, and what happens when you edit or delete something you wish you hadn’t. There’s live Q&A at the end, so bring your actual questions, not the hypothetical ones.
What you'll take away:
- Know exactly when to log a daily note versus a form, so records land in the right place first time.
- Understand the seven-day backdating rule and why it’s restricted to managers, before you’re caught out needing it.
- See how the different chart types work, including entries added straight from a monitor.
- Get confident editing and deleting entries: what’s permission-based, and what’s genuinely gone versus just hidden from view.
- Know where to find the Event Report for when the 100-entry limit on an individual record isn’t enough.
