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Can’t add or edit a public note

Fix issues where you can’t add or edit a public note on an absence record.

C
Written by Charlotte Alderson

If you can’t edit or add a public note, it’s usually because notes are set as compulsory for that absence type or category. This restricts how notes can be edited.

📌 Note: You need HR Admin permissions to update absence types or categories.

Edit a public note

Normally, you can edit a public note by enabling HR access:

  1. Go to Home, then select the user in View Calendar for.

  2. Click the padlock icon to enable HR access.

  3. Select Public Note from the editing options.

  4. Update the note, then click Save.


Understand why editing is disabled

If you don’t see the option to edit public notes:

  • The absence type or category has compulsory notes enabled.

  • Notes must be entered when creating or updating the absence.

  • You can’t edit the note separately afterwards.


Update the note when compulsory

If notes are required:

  • Remove the absence from the calendar.

  • Re-enter the absence with the correct public note.


Remove compulsory notes (optional)

To allow notes to be edited freely:

  1. Click HR Admin, then click Setup.

  2. Click Types.

  3. Find the absence type.

  4. Update the Compulsory note setting.

  5. Click Save.

Repeat the same steps in Categories if needed.

📌 Note: You can only edit public notes directly when they are not set as compulsory.

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