How To Edit Employee Notes Categories via List Management

This article provides you with an overview of the Notes list options in Flare and outlines how to edit the list, its purpose and where it appears in Flare. 


Note type categories allow you to categorise the type of notes being saved when adding a new note against an employee.


Where does this field appear:
- Employee > Employee Details > Notes

To see how to add a note click here


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To Edit or add to your Note categories:

1. Go to:  Settings > Setup > List Management

2. In the look up list select Employee Note categories:

3. Make the required changes below

a. Select "Add Item" to add a new note category to your list, enter the name and update

b. Select Edit next to the required note category and you can change the name displayed, make the change and update

c. Select "Delete" next to the required note category to delete and confirm the deletion

Note: Any changes will be applied to the note category is displayed, including those edited. We do not recommend deleting a note category unless it was added in error. 

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