Deleting or Undeleting a Visit Note Type
Delete an item if it is no longer needed in any capacity, and it is
not likely to be needed in the future. Most deleted items can be undeleted.
When you delete a Visit Note Type:
- The Visit Note Type remains unchanged in client profiles that have this Visit Notes Type associated with a Visit Note.
- It is no longer selectable from any forms or menus.
- It does not appear in search results unless Deleted is selected from the Advanced menu.
- It may still appear in reports depending on the report setup criteria.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete a Visit Note Type
- Locate the Visit Note Type and select it.
- Select Delete. A confirmation message appears.
- Select Yes to delete the note.
To Undelete a Visit Note Type
Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
- Locate the Visit Note Type and select it.
- On the Visit Note Types maintenance form, notice that in place of the Status switch is the word Deleted.
- Select Undelete. The Status switch reappears in place of the word Deleted. By default, the switch is set to Inactive.
- To reactivate, follow the instructions in To reactivate a Visit Note Type.