Adding a Predefined Note
To add a Predefined Note, complete the following steps:
- Navigate to Configuration > System card > Predefined Notes.
- From the Actions on the left, click Add.
- Configure the options for your note.
- Enter a Code and longer Description to identify the note in field look up tables.
- Select the organization units that have access to the note.
- If the note is ready to be used and available to your users, set the Active field to Yes.
- If you want users to be able to edit the note text, set the Text Editable field to Yes.
- If the note should be available to add as a Pay Period Note in employee records, set the Pay Period Note field to Yes.
- If the note should be available to add to employee transactions, set the Transaction Note field to Yes.
- If the note should be available from the Schedule grid and ActiveRoster, set the Schedule Note field to Yes.
- If supervisors should be prompted to select a note to describe why they are denying a calendar request, and this note represents one of these denial reasons, set the Denial Note field to Yes.
- Enter the note text in the Text field.
Note: If the Text Editable field is set to Yes, users have the option of editing this text when the note is assigned to a transaction.
- Click Save.