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Edit a wellbeing note

Change a note's content after it's created. The fields are the same as when you created it, pre-filled with the current values.

Note: Editing a note needs write access (pastoral / student-support staff or leaders). Edit details does not appear for read-only staff.

  1. Open the case and start editing

    Click the Case title to open the case detail page, then click Edit details in the header. Edit details is disabled while a case is resolved or cancelled — reopen the case (set it back to Active) before you can edit it.

    The case detail header with the Edit details action at the top right

  2. Change the fields

    In the Edit wellbeing note modal, update the Title, Note type, Sentiment, Priority, or Description. You can also change Notify parents / staff, linked notes, or attachments. The Subject (student) section is hidden, so you cannot reassign a note to a different student — the student is fixed when the note is created.

    The Edit wellbeing note modal with the Title, Note type, Description, Sentiment, Priority, and linked notes pre-filled

  3. Save your changes

    Click Save. A success toast confirms the update. If you close the modal with unsaved changes, a warning asks you to confirm before discarding them.