Enabling Case‑Note Email Notifications (Care Worker)

Sign in with your Planaji email and password; you’ll be taken to the main dashboard after a successful login.

Click the button in the top‑right corner that shows your name and avatar to display the profile drop‑down.

Select Settings from the profile menu to open the personal‑preferences screen.

Locate the Receive Case Note Email toggle (under the “Add?” section) and switch it ON to activate email alerts for new case notes.

Press Save at the bottom of the Settings page; confirm the action by clicking Okay in the pop‑up dialog.

From now on, every time a case note is added through the Care Worker app you will receive an email with the note attached as a PDF.

The attached PDF is named automatically as [participant‑name]_[shift‑date]_case_note.pdf (e.g., Jane‑Doe_2025‑04‑13_case_note.pdf).

Open the email and click the case_note.pdf attachment to view the full case‑note content on your device.

You have successfully set up case‑note email notifications; you can toggle the setting on or off anytime from Settings.