Working record · 7 min

Use notes and tags without losing structure

Capture reasoning and discovery aids without duplicating the formal record.

Notes are useful for analysis and decisions; tags support consistent discovery. Neither should become a substitute for participants, stages, outcomes or other structured facts.

Step 01

Define note purpose

Distinguish operational updates, analysis and decisions, and avoid copying entire messages or evidence into notes.

Step 02

Govern tag vocabulary

Maintain a short controlled set, merge synonyms and retire values that no longer support useful filtering.

Step 03

Review sensitive content

Apply the case access boundary and avoid unnecessary personal information in free text.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

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