Add, Edit, Print and Delete a Note

Note: You must have authority to add, edit and / or delete a Note.

Add a Note

To add a Note:

1. Click the Notes Quick Link (Policy Information), and the Notes Tab on a Claim.

2. Select the New button on the Notes screen; Select Note's Level screen displays.

3. Select the level to which the Note is to be attached.

4. Click Attach. The New Note screen displays.

5. The following fields contain system default information: From, Written Date and Attach Level. Enter or select the remaining items:

• User Categories: These are assigned in Note Type setup (Company Configuration Tool). Depending on your authority, you may use this option to add / remove a user category.

• Re: Enter a brief narrative about the Note.

• Note Type: A system setting controls if the type of Note is required or not. If the field has an asterisk (*) next to it, this is a required field for adding the Note. Select the type of Note from the combo box. Depending on your User Category, the list of Note Types are shown.

• Options: Select the check box adjacent to any of the options listed. Sticky Note makes the Note appear as an attachment in Sticky Note format. Urgent marks the Note as "Urgent." It is denoted in the Status field with an ! (exclamation mark). It is also highlighted in red. Check on Renewal indicates that the information contained should be reviewed prior to renewing the policy. The Private check box designates the Note for specific personnel viewing only.

• Text: Enter the Note's text.

6. Select Save.

Edit a Note

To edit a Note:

1. Click the Pencil Icon opposite the Note in the Notes screen. The Edit Note screen displays.

2. Update / change any of the Note information.

3. Click Save.

Print a Note

1. Highlight the Note selected for printing by clicking on it once.

2. Choose the Print button. The Print screen displays.

3. Select the appropriate printer from the Name combo box

4. Choose OK. A hard copy of the Note is generated to the local / network printer designated.

Delete a Note

Notes may be deleted from either the Client, Policy Control or Claim Detail screen; however, the following rules apply:

• The user must be the originator of the Note, or

• If the user is not the originator of the Note, they can delete the Note providing they have the authority, "Delete Non-Owned Note," to do so.

• Once a Note is deleted, it is completely removed.

To delete a Note:

1. From the Notes screen, click the red "X" opposite the Note.

2. Answer Yes to the question: "Are you sure you want to delete this Note?"

The Note is immediately removed from the screen. No warning message displays.

Note: You may receive a validation, "Deleting Notes is turned off for the selected level <Level #>. Click OK to continue. The Note is not deleted. This is due to a System setting. Check with your supervisor or IT Dept.

"Non-Owned" Notes

Note: You must have authority to edit or delete a Note that you do not own.

If you are not the owner of a Note, you may edit or delete a Note if you have the authority to do so.

Editing a "Non-Owned Note"

• Highlight  the Note on the Notes screen.

• Click Edit.

• On the Edit Note screen, make any changes necessary.

• Click Save.

When the Notes screen returns, the changes are included with the user modifying the Note and the date it was modified at the bottom the screen. The Note maintains its original owner.

Deleting a "Non-Owned Note"

• Highlight  the Note on the Notes screen.

• Click Delete.

• Answer Yes to the question: "Are you sure you want to delete this Note?"

When the Notes screen returns, the Note is removed from the screen.