Editing an existing record
Find the record you wish to edit in the relevant client’s records list
Select Edit and enter the changes required
Click Save and review when finished
Signing a record
Signing a record confirms that it is, to the best of your knowledge, complete.
Find the record you wish to sign
Click Sign then Confirm
Signing a record removes the ability to edit. You can, if necessary, create an Addendum.
Note: All unsigned records will appear in your Noted dashboard every time you log into the Noted App.
Creating an addendum
If a record has been signed, but you have information to add to the record you can create an addendum.
Navigate to the relevant client record you wish to add an addendum to
Click Addendum and enter a title
Fill out the description then click Save addendum when finished
Once saved, the addendum will be displayed at the bottom of the record.
Deleting a record
Find the record you wish to delete in the relevant client’s records list
Open the actions menu of the record by clicking on the button with three dots
Select Delete record and Confirm
Note: Not all users have the ability to delete information. This feature can be found in Administration under Users then Details. Check with your administrator if you can’t access the delete function.
Amending another worker’s records
If you need to edit or sign another worker’s records you can do this. This article outlines how to use record amendment within Noted.