Downloadable Tools & Job Aids

Contact Notes Job Aid

Guardians should document visits and conversations. When reporting is due, contact notes make the reporting task easy.
This tool/job aid helps to manage the information you uncover, time you spend, and the action items you decide to tackle. You may download the pdf version, the spreadsheet, or both.
Any attached content or information will be available here.
  • 2024 Contact Notes Tool.pdf
  • 2024 Contact Notes Tool.xlsx
Completion rules
  • Courses are completed when you have opened and worked through every attached document, video or exam. The system will mark your course as "completed." Then, any certificate you earned will become available in your Certifications Tab within an hour. If you have questions or concerns, please contact