Add status updates and check-backs

Platform: ResiOnboarding · For: Department leads, Sales, Executive Director

A status update tells your team where a task stands without a phone call. A check-back date reminds you to return to it.

1. Open the resident's Checklist tab.
2. On the task, select + Add status. If it already has an update, select Update.
3. Type your note in What's the status?
4. Optional: set Check back on. Use +3 days, +1 week or +2 weeks for speed.
5. Select Save update.

The latest note shows on the task with the author and date.

See the history

Select History on a task with more than one update. The same window lists Notes so far.

Good to know

• Updates are added to the record and cannot be edited or removed. Write them with care.
• Status updates are for staff. They do not appear in the Resident Portal.
• Keep notes to operational work. Do not include medical or care details.
• A phase shows how many tasks need an update. Select that label to filter to them.
• A missed date shows as Check-back was followed by the date.

If something goes wrong

"You do not have access to this task" means you are not on this community's team. Ask your Executive Director.