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Correcting a completed chart

A finished chart is a record, not a draft. How to put something right without quietly rewriting history.

2 min readUpdated August 16, 2026Stylists · Managers · Owners

Someone charted 30 vol and it was 20. It's a small thing until the next colour service is planned off it, at which point it's the only thing.

A completed SOAP Note chart: the client and the dates it was captured and completed, then each field's prompt beside what the stylist recorded that visit.
A completed chart reads back as a record. Correct, top right, is the only way to change it.

Completed means completed

Once a chart is completed it's read-only. The fields render as what was recorded, blanks say Not recorded, and there's nothing to type into. That's deliberate: a chart is a record of what was done to a person, and a record you can quietly overwrite isn't one.

Putting something right is a correction — the original is kept, your change is applied, and both the change and your reason go into the chart's own log.

Making a correction

  1. 1

    Open the completed chart and press Correct, top right. A panel opens beside it.

  2. 2

    Write the reason first. It's required, and it's the part somebody will actually read later — "wrong developer volume typed at capture" tells them something; "fix" doesn't.

  3. 3

    Change the fields that are wrong. Leave everything else alone — only the fields whose value actually changed are recorded, so the log stays a list of real edits.

  4. 4

    Press Save correction.

The chart stays completed throughout. It doesn't reopen, it doesn't go back to in progress, and its capture date doesn't move — the visit still happened when it happened.

What a correction can't do

It can't clear a field. If a field has a value and you empty it, you'll be told rather than have the edit disappear — a correction sets values, it doesn't remove them. Where something genuinely shouldn't have been recorded, write that in words instead.

It also can't be used on an in-progress chart, because there's nothing to correct: an open chart is still being written, and Save progress is the whole mechanism.

Reading the log

The Corrections panel at the bottom of a completed chart lists every correction made to it, newest first, with the reason and the date. A chart with no corrections says so.

That list is worth glancing at before you rely on a chart. A record corrected once is a record somebody was paying attention to. A record corrected four times in a week is a template question — usually a field whose label doesn't say what it wants, being answered four different ways.

Common questions

Why can't I just edit it?

Because it's a record of what was done to somebody. A record you can silently edit is a record nobody can rely on, including you — six months later there's no way to tell what it said at the time.

Where's the Correct button?

Top right of a completed chart. It isn't there on one that's still in progress — that one you just edit and save.

Is a reason really required?

Yes. The reason is the whole value of the correction; without it the log records that something changed and nothing about why.

I need to empty a field I filled in by mistake.

Correcting can change a value but not clear one — you'll be told so rather than have the edit silently ignored. Put the accurate value in, or write what the field should say — "recorded in error" — in words.

Does the correction show who made it?

The correction is recorded against the person who made it. What the Corrections panel displays is the reason and the date — the list is a record that something was changed and why, not a full diff.

Can I correct a correction?

Yes, as many times as you need. Each one is added to the list; none of them replaces an earlier one.

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