Pear Suite allows flexibility—but also protects the integrity of your documentation, especially for activities that are being used for billing or reporting.

Here’s what you need to know:

Before the Activity Starts:

You can edit most fields, including:

• The responsible user
• The date and time
• The assigned members
• The activity template (by deleting and recreating if needed)

After the Activity Has Started:

• You can still update the status and enter or adjust notes.
• You can adjust the time (start or end) if needed for billing accuracy.
• You cannot change the flow or tasks inside the activity.

After the Activity is Completed:

• You cannot delete the activity.
• You cannot change any of the original questions or answers.
• You can view and export a summary of the activity.
• You can edit notes (all edits are tracked for transparency).

If you discover an error in a completed activity or need to make a correction, the best option is to add a clarifying note to explain the change or flag the issue. This helps maintain accurate records without overwriting original data.