Deleting a Group Note

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To delete a group note, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the group note to be deleted.
    2. Click Charts from the left-hand menu, and then click Services - Group.  The Group Services fly-out menu is displayed.
    3. Click Group Notes.  The Group Notes Editing Index page is displayed.  This page contains a list of existing group notes for the selected program written by the user.

  NOTE: There is a default 10 day group note editing window.  Group notes written prior to that window cannot be selected for deleting unless the default window has been adjusted (using the System Setup Business Rules feature), or unless the user has the "Backdated Contacts Log/Group Notes Data Entry" permission. For more information on business rules and permissions, click here.

    1. By default, you will always be shown as the Note Writer on this page, and can only delete group notes you yourself entered.  An exception is made for users with the "Surrogate Data Entry - Group Notes" permission.  If you have that permission and will be deleting a group note entered by another user, click the Note Writer drop-down arrow and select that user at this time.
    2. Click the Selected radio button next to the group note to be deleted.
    3. Click CONTINUE.  The Group Note Data Edit/Update page is displayed.
    4. Click DELETE.  The Confirm Delete? page is displayed.
    5. Click DELETE.  The group note is deleted, and the updated Group Notes Editing Index page is displayed. 

The process of deleting a group note is now complete.