Tie notes to the STUDENT and not the person who created it
When creating a note on a student of any kind, can the note be tied to the STUDENT and not the person that created it? We have staff that created notes and when they left, for some reason, their notes did not transfer. It would be nice if the note were attached to the student so that if the staff that created the not leaves the notes stay in place.
Brenda Markitan
shared this idea
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Jacque Deckard
commented
Brenda, currently this is actually controlled in Security. When a user is made inactive and notes exist by this user, the system will prompt you to transfer the notes to another user (choose a user) or leave them as is (cancel to leave them). To leave them as is, the user would need to remain in the system (name maintenance/secured user/etc., however, they do not need to remain active or be an active secured user. I should also add that if you choose to remove the notes and remove the employee who has left, the system will do so. Hope this helps!