Adding a Predefined Note

To add a Predefined Note, complete the following steps:

1. Navigate to Configuration > System card > Predefined Notes.
2. From the Actions on the left, click Add.
3. Configure the options for your note.
   1. Enter a Code and longer Description to identify the note in field look up tables.
   2. Select the organization units that have access to the note.
   3. If the note is ready to be used and available to your users, set the Active field to Yes.
   4. If you want users to be able to edit the note text, set the Text Editable field to Yes.
   5. If the note should be available to add as a Pay Period Note in employee records, set the Pay Period Note field to Yes.
   6. If the note should be available to add to employee transactions, set the Transaction Note field to Yes.
   7. If the note should be available from the Schedule grid and ActiveRoster, set the Schedule Note field to Yes.
   8. 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.
   9. 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.

4. Click Save.