> ## Documentation Index
> Fetch the complete documentation index at: https://help.kibu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Note Templates

Kibu allows your organization to create custom documentation forms that staff complete as part of daily service records. These forms let you capture exactly the information your organization needs for compliance and care planning.

<Info>
  Note templates are managed by Kibu's support team on your behalf. You cannot edit them directly in the app, but this page will help you understand what's possible so you can come prepared when requesting changes.
</Info>

<Card icon="envelope" href="mailto:support@kibu.com">
  To request a new template or make changes to an existing one, email [support@kibu.com](mailto:support@kibu.com).
</Card>

## Where to Find Note Templates

Go to **Settings** and select the **Note Template** section to view your organization's current templates. From here you can review what's in place, print blank forms, and see how templates are structured, but edits must be requested through Kibu support.

<Frame caption="The Note Templates tab in Settings shows all active templates for your organization.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-13.48.34@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=b694d895601636f98b61f44e00dd13fa" alt="Clean Shot 2026 07 10 At 13 48 34@2x" width="3100" height="1732" data-path="images/CleanShot-2026-07-10-at-13.48.34@2x.png" />
</Frame>

## Planning Your Template

Before reaching out to support, it helps to know what question types are available and how they work. Use the sections below as a reference when deciding what you'd like your template to include.

### Question Types

When building a template, you can choose from these question formats:

<Columns cols={2}>
  <Card title="Yes/No">
    A simple binary question (e.g., "Did the member participate?")
  </Card>

  <Card title="Single Select">
    Staff choose one answer from a list.
  </Card>

  <Card title="Multi Select">
    Staff can choose multiple answers.
  </Card>

  <Card title="Short Text">
    A brief written response.
  </Card>

  <Card title="Long Text">
    A detailed observation.
  </Card>

  <Card title="Number">
    A numeric entry (e.g., minutes of activity).
  </Card>

  <Card title="Date">
    A specific date.
  </Card>

  <Card title="Time">
    A specific time.
  </Card>

  <Card title="Date and Time">
    Both date and time in one field.
  </Card>

  <Card title="Time Range">
    A start time and end time captured together.
  </Card>

  <Card title="List">
    A repeating table of entries (see below).
  </Card>
</Columns>

### Conditional Questions

Conditional questions only appear when a staff member selects a specific answer to a previous question. This keeps forms simple, staff only see the questions relevant to what they're documenting.

**Example:** If "Did the member participate?" is answered "No," a follow-up asking for details won't appear. If answered "Yes," a text field asking for more information will automatically show up.

### List Questions and Table View

List-type questions can be entered in a table view, making it easy to add multiple rows of data in an organized format, which is useful for tracking repeated entries like meals or activities throughout the day.

## Template Versioning

<Note>
  When a template is updated, all past service records continue to show the version that was in use when they were originally completed. Your historical records always reflect the documentation requirements that were in place at the time.
</Note>

## Printing Blank Forms

If your organization needs to document on paper, for example, during a technology outage, you can print a blank version of any form template to fill out by hand. Data can be entered into the system later.

To print a blank form:

<Steps>
  <Step title="Navigate to the template in Settings → Note Templates" />

  <Step title="Select the &#x22;Download offline form&#x22; option" />
</Steps>
