Permissions Required

• Group Notes Admin
• Manage Template permission

Restricting Group Note Activity Log Visibility

1. Configure Group Note Templates for Auto-Restriction

   To restrict Group Note visibility, you must first configure the Group Note Template:

   1. Create or edit a Group Note Template. (For more information on creating a Group Note, see Creating a Group Note).
   2. Within the template settings, check the option to auto-restrict the note to a specific group.

2. Set Up User Groups (System Administrator)

   As a System Administrator, ensure the necessary user groups are in place:

   1. Create the required user groups.

   

3. Assign Group Note Permissions

   Give relevant user(s) the necessary Group Note Permission(s). (For more information, see Setting Permissions to Create Group Notes).

4. Apply Auto-Restriction to a Group Note Instance

   When creating or editing a Group Note:

   1. Open Group Notes.

   

   2. Users with the Group Notes Admin permission can click on the Admin tab.
   3. Create or edit a Group Note.
   4. Select the New Group Note Template that has been configured for auto-restriction.
   5. Auto-restrict the Group Note to the specific Group(s) who can see and create this Group Note.

5. Save and Lock the Auto-Restricted Group Note

   1. An Auto-Restrict Group Member will create a Session with the Auto-Restrict Group Note Template.

   

   2. Using Save and Lock will make this Group Note on the Client's Activity Log only visible to the Auto-Restrict Group.

Important Notes

• BestNotes Users with the Manage Template permission could unrestrict this Group Note on the Build Template editor.
• Group Notes will not display for users who were part of a deleted Group.
• NOTE: Unrestrict (uncheck) Groups in Group Notes and Templates before deleting the Group.

Next Steps

• See also: Creating a Group Note
• See also: Setting Permissions to Create Group Notes