Personal Notes in HR Agent Workspace
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08-12-2024 01:42 PM
With the new feature allowing for Personal Notes/Scratchpad experience on HR Agent Workspace, I have a customer asking where they are stored. They are connecting with their legal team to understand if these would need to be provided as part of any records request and if they would be able to be retrieved.
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08-15-2024 04:58 AM
Hi Sabrina,
All notes are stored in the sys_journal_field table.
But with the security on personal notes not sure if these are visible (they should not...).
But maybe they are for admins.
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08-15-2024 06:10 AM
They don't seem to be visible for admins either, but they're wondering if they can be retrieved in case of legal action.
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08-20-2024 04:53 AM
They are stored under new table "sn_hr_core_private_note" till the time case is active=true. Once inactive the personal/private notes are deleted. ACL are applied on table to make them visible only to the agents the private/personal notes are created by.
Business rule: Delete PrivateNotes On Closing HR Case.
ACL can be aletered on the above table to set the visibility