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Creating post-session notes

Record reflections, action items, and documents after a session.

After completing a session, you can use the Session notes & documents feature to record reflections, action items, key learnings, and other information that supports your professional development goals. Keeping session notes is a valuable way to track your progress, capture insights, and maintain a record of your supervision journey.

To add notes or attachments:

  1. Go to My Sessions.
  2. Click Details on the relevant session.
  3. Select the Session notes & documents tab.
  4. Click + Add Note to create a note and/or upload attachments.

Tip: When adding a note or uploading a file, you can choose to keep it private (only you can see) or share it with your supervisor.