Delete Official Notes Draft

Sara Wood
Sara Wood
Fifth Anniversary Name Dropper Facilitator 1
in Blackbaud K–12 Education Solutions™ General Discussions

Has anyone figured out a way to delete a draft of an official note?

Comments

  • Brian Gray
    Brian Gray Community All-Star
    Eighth Anniversary Kudos 5 First Reply bbcon 2025 Attendee Badge

    @Sara Wood - I don't see a way for the teacher to delete a note in Draft status, and draft notes don't appear in notes visible to the monitoring team.

    The teacher can change the note type to one that requires approval and send it.

    A member of the monitoring team can then delete it from the Review screen. The note is removed from the teacher's list of notes.

  • Annemarie Merow
    Annemarie Merow
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Sara Wood
    This has been a known issue since 2015 but it appears it hasn't received enough traction. Please vote for this idea and maybe it will be finally fixed! https://blackbaudk12.ideas.aha.io/ideas/K12OR-I-59

  • Sara Wood
    Sara Wood
    Fifth Anniversary Name Dropper Facilitator 1

    @Annemarie Merow
    Thank you. I looked there and couldn't find the idea. I appreciate the link. I voted and made a comment. Hopefully, others will follow suit.

  • Sara Wood
    Sara Wood
    Fifth Anniversary Name Dropper Facilitator 1

    @Brian Gray

    Thank you, Brian. We don't have a note that needs to be approved, but I can make one as a work around.

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