Answer
Notes can be edited or deleted by all users while a scheduled visit is upcoming or in progress. Once a support activity has been completed (checked out), the notes become read-only and can no longer be edited or deleted.
ℹ️ Info
This ensures carers and staff can update notes before and during a visit, while protecting the accuracy of records once care delivery is complete.
How note editing works
- Before a visit starts: Notes can be added, edited, or deleted by all users
- During a visit: Notes remain fully editable
- After check-out: Notes are locked and cannot be changed
💡 Tip
If important information needs to be added after a visit has been completed, this should be recorded as a new note in the Notes overview tab within the support recipients dashboard.
