Summary
As a TL you will be able to delete notes on DMS. If you are new to the role and can’t action this, please submit a Service Request via the fresh portal (link below) advising the approving manger and that you need delete access (Alternatively you can copy and paste the image below)
Service Desk : StepChange Debt Charity
How to guide
One you have the permissions open DMS and navigate to the note you need to delete.
Highlight this by clicking on the square shown in the image below, then press delete on your keyboard.
A pop up will appear, click on yes and the note will be deleted.
Revision History
Version |
Change |
Actioned by |
Date |
0.1 |
Document re-format |
Baily Walker |
08/09/2025 |
0.2 |
Changed DMS manger info and format |
Melissa Eyre |
23/09/2025 |