The Claim Hours Note lets a User add a short free-text note when they claim their hours for an Opportunity. As an Administrator, you control whether that note box appears and whether it is required.
This article covers the free-text note only. If you want to require a form or waiver to be completed when hours are claimed, see the article "How Do Claim Hours Form Policies Work for Opportunities on Vome?"
It is a free-text box a User can fill out when they submit their hours for an Opportunity. It is useful for short context, such as what the User worked on or who they covered for.
You have two settings per Opportunity. "Prompt for note" controls whether the note box is shown to the User at hours claiming. "Note required" controls whether the User must fill it in before their hours are accepted.
Because a User cannot be required to fill in a box they never see, you cannot turn on "Note required" while "Prompt for note" is turned off.
By default the note box is shown but is not required. Users can add a note if they want to, but they are not forced to. You only need to change these settings if you want different behavior.
Yes. Turn on "Note required." If a User tries to claim hours without entering a note, the claim is not accepted and they are prompted to add one before continuing.
Turn off "Prompt for note." The box will not appear, and no note will be saved for that Opportunity.
The note is saved to the User's hours record for that shift and stays on the record even if the hours request is later removed. It is also included in the hour-claim email your coordinators receive, so they can see it without opening a report. Longer notes are shortened to 500 characters in that email.
The Note is a single free-text box. A Claim Hours Form Policy is a separate feature that requires Users to complete actual forms or waivers when they claim hours. The two are independent, so you can use either, both, or neither on the same Opportunity.