Administrators can allow users to delete various notes (from cases, outreaches, etc.) by checking the permission "Delete Notes", which is available per role in Admin > User Roles (Permissions). With this permission, many notes will display a Delete link. Notes created by the system, for example re-open case notes, cannot be deleted. Clicking the link displays a confirmation form with a required Reason for Deleting text box. For case notes, the form allows you to transfer it to another case (and provide an optional reason for transferring). Transferred notes are deleted from the original case. The "Transfer to" field only searches open cases. To transfer a note to a closed case, view the case you want to transfer the note to before clicking Delete/Transfer. That will put the case in the Recent Clients list in the side bar on the delete/transfer page, and you can click on it to fill in the "Transfer to" field. There is also a "View Deleted Notes Log" permission that controls access to the Admin > Deleted Notes link. Sites may want to allow some roles to delete notes, but only allow administrators or similar roles to see the deleted notes. Notes:
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