Preserve formation history
Keep important observations with the formation record instead of scattered across email, paper notes, or individual files.
Formation Assistant · Team Notes
Team Notes
Private formation-team observations about candidates and spouses—kept with the formation record, and kept distinct from feedback you choose to share.
Confidential notes, shared team context
- Private formation-team observations visible only to authorized members
- Separate observations for candidates and their spouses
- Shared team context so formators see one another’s notes
- Dated notes that help you track growth over time
- Internal notes kept distinct from released feedback
Feedback that candidates and spouses receive lives in Team Feedback. Team Notes stay with the formation team.
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Why it matters
Keep discernment informed—and confidential
Team Notes hold the observations that should not live in email, paper files, or a single formator’s notebook. Authorized team members see a fuller picture of the journey.
Role-based access
Limit sensitive formation-team notes to the people authorized to participate in the discernment and formation process.
Collaborative discernment
Bring multiple perspectives together so formation conversations are informed by a fuller picture of the candidate’s journey.