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How to Edit Activity Notes (Tasks) as an Admin

Review this article to learn how to edit Activity notes after submission by the caregiver.

Step 1: Click Activities from the toolbar

Step 2: If needed, utilize the filter to narrow down your search for the note you wish to edit

Step 3: Click the blue Edit button under Actions to open the note.

Once the Note is opened, scroll down to Tasks.

Click the blue Edit button under Actions to make the tasks editable.

You may check, or uncheck, the task. Or, you may add or delete a comment. 

To save the changes click the green Check Mark button.

Repeat for all tasks you would like to edit.