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    We save our Home Visit reports in the comments section of the Submitted Online Form. So the person that is assigned to do the reference checks does them, makes a comment and then assigns it back to the admin who is in charge of adoption applications.  The admin then assigns it to the volunteer in charge of the HV. Once they're done with it, they make a comment on the application and then reassign it back to the admin.  We also send emails through the app so it's all documented in once place.

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      Krista,

      I would recommend placing it under the contact in the files area. 

      Here is more information about contact files in our user guide: Using contact files

      Sincerely,

      Karen



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