How does a Staff Carer edit or delete a Private Note?

Warren Chan

June 14, 2023 16:35 Updated

For Community and Group Editions

Staff Carers (i.e., teachers, club coaches, team managers, supervisors, etc.) can edit or delete the "Private Note" entered on a Care Profile. Here's how:

EDITING A PRIVATE NOTE

1. Click on the group or eForm to look for the profiles.

NOTE: If the profile belongs to both group and eForm, the Private Note will still be accessible.

2. Click Private Note on the lower right side of the profile (below the profile photo).

3. Click the Edit icon.

4. Edit the Private Note. You can also add an attachment if needed. Click Save once done.

DELETING A PRIVATE NOTE

1. Click Private Note on the lower right side of the profile (below the profile photo).

2. After clicking Private Note of a profile, choose the Delete or Trash icon.

3. You will be prompted to confirm your action. Click on OK.

How does a Staff Carer add a Private Note?