Notes
Add private notes to staff members' profiles. Notes help document important information, feedback, and observations.
What are Notes?
Notes are internal records attached to staff profiles:
- Only visible to staff with appropriate permissions
- Not shown to the staff member themselves
- Useful for documenting observations and feedback
Viewing Notes
On Staff Management Page
Each staff member shows their total note count.
Individual Staff
Click on a staff member to see all notes on their profile.
Adding a Note
- Find the staff member in Staff Management
- Click the menu icon
- Select "Add Note"
- Write your note
- Click "Save"
Note Information
Each note records:
| Field | Description |
|---|---|
| Content | The note text |
| Created By | Who wrote the note |
| Date | When it was added |
Editing Notes
- View the staff member's profile
- Find the note
- Click "Edit"
- Modify the content
- Save
Deleting Notes
- View the staff member's profile
- Find the note
- Click "Delete"
- Confirm
Note: Deleted notes cannot be recovered.
Use Cases
Performance Observations
Document positive or concerning behavior:
"Handled difficult user situation very professionally on 2/15. Good de-escalation skills."
"Has been slower to respond to appeals lately. May need to check in about workload."
Meeting Notes
Record outcomes of conversations:
"1-on-1 meeting: Discussed goals for promotion to Senior Mod. Agreed to focus on consistency and training new mods."
Training Progress
Track development:
"Completed moderation training. Ready to handle standard cases independently."
"Still learning appeal process. Pair with experienced mod for next 5 appeals."
Context for Decisions
Provide background for future reference:
"Applied for Admin position on 3/1. Strong candidate but needs more experience with staff management."
Positive Recognition
Document good work:
"Volunteered to cover shifts during staff shortage. Great team player."
"Created helpful guide for new moderators. Shows leadership initiative."
Best Practices
Be Professional
- Write objectively
- Focus on facts and observations
- Avoid personal opinions or emotions
Be Useful
- Include relevant context
- Be specific about dates and situations
- Write so future readers understand
Be Timely
- Add notes soon after observations
- Don't rely on memory for details
- Regular documentation is better than occasional
Privacy Awareness
- Notes may be reviewed by leadership
- Could be relevant in disputes
- Write as if it might be shared
Notes vs. Strikes
| Notes | Strikes |
|---|---|
| Informal documentation | Formal disciplinary action |
| Not visible to staff member | Staff member is notified |
| No direct consequences | Counts toward discipline |
| Good for general observations | For specific violations |
Use notes for:
- General observations
- Positive feedback
- Context and background
- Informal concerns
Use strikes for:
- Rule violations
- Performance failures
- Formal warnings
- Disciplinary tracking