Signing group record
Signing participant and session records indicates that they are complete.
Like client records, all group records need to be signed, to indicate that they are complete.
Because groups contain different types of information they must be signed in a certain order, from smallest to largest.
Individual participant records are the smallest, so these must be signed first
Session records should be signed next
Finally, the group session itself should be signed
If you sign the record early you can also add an addendum
Deleting records and sessions
Similar to the above, related participant records must be deleted before you can delete a session record.
To delete a session the session record must be deleted first.
All workers can delete unsigned draft records. If the record is already signed, you can archive the record.
To delete a record:
Navigate to the record you wish to remove permanently
Click the button with three dots and select Delete record then confirm