6. How to make and view notes

This guide shows how to make, view and delete notes added to a request in the Management Portal

1. Locate the request and click View
   
2. Click the Add Note button
   
3. Type the note and Add note
   

The note will now be displayed below. The default view shows the most recent three notes.

To view more notes click View All.



Delete a note

You can delete your own notes if you have added one in error.

1. Locate the request and click View
2. Locate the note that requires deletion
3. Click the three dots in the corner of the note
4. Select Delete
   
5. A confirmation box will display. Click Delete Note
   
A record that a note was added then deleted will display in the audit log but the contents of the note will no longer be viewable.

---


Updated: 15 May 2026
Return to Patient Engagement Platform (PEP)