Why can't I add an Activity or a Note or an Attachment to a inactive file

The ability to do things in Recordbase is determined by role permissions.���

To check what role permissions a role has, for activities or notes or attachments:

  • Go to Administration -> Roles
  • View the required role
  • Select�
  • Check what level of permissions Activities or Notes or Attachments is set to for Recently discharged referrals and Closed referrals:

  • All these levels of permissions do not allow you to create a new activity or Note or Attachment:
    • No access
    • Read only
    • Read|Edit
  • These levels of permissions all all
    • Read|Edit|Create
    • Read|Edit|Create|Delete
    • Read|Edit|Create|Delete|Admin