Ability to Edit/Delete onBoard Official Notes

I would like the ability to edit/delete onBoard Official Notes (without a data fix).

It takes too much administrative time to look into the system for the information to be deleted when it could be done ourselves right there in the interface.

  • Deleted User
  • Aug 5 2015
  • Implemented
Blackbaud Enrollment Management
  • Feb 7, 2018

    Admin response

    We've got great news!

    With this morning's (2/7/18) release, Admissions Managers can now delete Official Notes without requiring a data fix! 

    This is an option that is turned off by default. So your next step is to go to onBoard > Settings > Official Notes to enable the option. 

    https://www.screencast.com/t/HR5dmdtd7 

     

    This release does not impact onRecord Official Notes. 

    Thanks for the feedback!
    Jackie

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  • Liz M commented
    February 07, 2018 16:32

    Clarification Needed Regarding the Admin Response Below:

    Can you also edit the official note or change the date of the note or does the update only allow for a delete of the note?

    Thank you for any clarification you can provide.

    Liz McSweeney
    High Mowing School

    Sent from my iPhone

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  • Guest commented
    December 19, 2016 18:17

    ABSOLUTELY!!  That is silly...

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  • Guest commented
    January 14, 2016 19:40

    Much needed!

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  • Guest commented
    October 05, 2015 15:23

    Yes, please! We are trying to clean up old notes and would love the ability to edit/re-index and delete old notes.

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  • Chuck Andres commented
    September 20, 2015 17:31

    Brenda,

    Thanks for the response!  I was speaking about both onBoard and onRecord.

    Best,

    Chuck

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  • Brenda Noiseux commented
    September 17, 2015 20:39

    Hi Chuck, 

    Is your comment regarding onBoard Official Notes for the Admissions office or for onRecord Official Notes for students? onRecord Official Notes do allow for a soft delete of notes. 


    Cheers,

    Brenda 

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  • Chuck Andres commented
    September 17, 2015 18:10

    YES EDIT!

    Or the ability to keep open running notes about students for a year vs. potentially multiple notes for a child per weekly meeting.  That leads to searching through hundreds of notes per child per year.

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  • Robert Lane commented
    August 12, 2015 16:07

    YES!  Why isn't this an option anyway????

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  • +2

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