Delete a Note

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Delete a Note

To delete a note, a user must first be given access via Employee Management to be able to delete notes. Once access is given, the user can delete any notes within a resident's account.

 

How to delete a note:

 

1. Find the note within the resident's account that you need to delete.

2. Once the note is found, right-click within the note. A small menu will appear.

 

AccountMaintenanceNoteRightClickv148

 

3. Select Delete Note.

 

AccountMaintenanceNotesDeleteNotev148

 

4. A verification window will pop up.

 

AccountMaintenanceNotesDeleteVerificationv148

 

5. Select Yes and the note will then disappear from the Notes area.