Notes Type

Note: Users must have the authority, "Notes Type Setup," (Company Configuration group) to access, add, edit & delete Note Types.

This function allows users to add, edit and delete (make "Inactive") various types of notes for claims and policies. Examples of these are: New Assignment, Appraisal Request, Policy Contact, Agency Contact, etc. Once entered, these are available for selection on the New Note screen in a combo box, "Note Type." Additionally, Note Type can be displayed on the Notes tab which then may be used to filter the type of note being displayed at the selected level.

Note: In System Settings, set the following system settings to "True," in the Notes folder:

• "Assign User Category"

• "Display Note Type on Claim"

• "Display Note Type on Policy"

Add a Note Type

To access the Note Type Setup screen and begin adding a Note Type:

• From the Company Configuration Tool Tree View, select Notes Type.

• Click Add.

When the Add / Edit Notes Type screen displays:

• Description: Enter a brief narrative describing the type of note.
• Active: Click in the field. This makes the Note Type "Active" and available for use.
• User Category Selection: Select to assign the Note Type to a specific user category. Highlight the category on the left of the screen (e.g., Agency, Employee, Client, Guest); click the right arrow (->) to move it to the Destination column; click Ok when finished. (Note: You must select one User Category.)
  (Special Note: The Use Category Selection may or may not be displayed. The system setting, "Assign User Category," (Notes folder) in Diamond System Editor must be set to "True" to display this function.)
• Click OK.
• Click Save.

The Note Type is added to the Grid View on the Note Type Setup screen. Repeat this for each Note Type you are adding.

Special Note: BEFORE the new Note Types are displayed in the Note Type combo box when adding a Note, you must exit the Company Configuration Tool AND Diamond as well. Your system administrator must then do an iisreset on your system. Once this is completed, the Note Types added are displayed in the Note Type combo box when adding a new Note. This must also be done when editing or making a Note Type "Inactive" so it does not display in the Note Type combo box.

Edit a Note Type

To edit a note type:

1. Highlight the Note Type in the Grid View on the Note Type Setup screen.

2. Click Edit.

3. Make any changes required.

4. Select Save. Any changes are retained.

Disable a Note Type

To disable (make "Inactive") a note:

• Highlight the Note Type in the Grid View on the Note Type Setup screen.

• Click the Enabled field to remove the check mark.

• Click Save.

When the Notes Type Grid View returns, the check mark is not displayed in the Enabled column, indicating it has been made inactive. Repeat this for any Note Type you do not want to display for the user category.

Special Notes!

• Windows: When viewing Notes in Diamond Windows and the "Assign User Category" system setting is enabled, the user will only be able to view the Notes that match their User Category or Notes they have created.
• A user having the authority, "Edit User Category Selection," (Notes group of authorities) will be able to view all Notes (but not necessarily be able to edit them) and from the Notes grid view be able to change the User Category associated with the Note.
• When creating a Note in Diamond Windows, all users will be able to modify the User Categories that are associated with the Note.