Difference between revisions of "Making Notes"

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(New page: SchemeServe lets you keep track of events occurring to your policies and policy holders. Some notes are created automatically by the system, other notes are added manually. Typically a no...)
 
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SchemeServe lets you keep track of events occurring to your policies and policy holders. Some notes are created automatically by the system, other notes are added manually.
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SchemeServe lets you keep track of events occurring to your policies and policy holders. Some notes are created automatically by the system, other notes can be added manually by you.
Typically a note is created automatically each time a policy is adjusted.
 
  
To create a new note, first of all find the policy you want to create the note against then press the Create New Note button and fill in the details for the note. It is not possible to create a note without a policy.  
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To create a new note, first of all find the Case (quote/policy) you want to create the note against then press the 'Add Note' button and fill in the details for the note.
  
If the note is related to a renewal, check the This is a Renewal Note box.
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(To search for Cases, use the Cases tab when logged in to SchemeServe.)
  
Once you're happy with your note, press save.  
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If the note is related to a renewal, check the 'This is a Renewal Note' box.  This feature serves only to highlight the note so that staff can review renewal notes when processing renewals, by visiting the Notes tab.
  
Be aware that notes cannot be edited. Once created the detail cannot be changed.
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Once you're happy with your note, press Save or press Cancel to discard your changes.
You can delete your own notes however. So if you make a mistake, you should delete the note and create a new one.
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Important:
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* If you make a mistake, you should delete the note and create a new one.
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* You can delete your own notes up to 24 hours after you create them.
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* Administrators can always delete notes.
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* To see a complete list of system events (not notes), view the Activity tab when Viewing a Case.

Revision as of 04:06, 1 April 2010

SchemeServe lets you keep track of events occurring to your policies and policy holders. Some notes are created automatically by the system, other notes can be added manually by you.

To create a new note, first of all find the Case (quote/policy) you want to create the note against then press the 'Add Note' button and fill in the details for the note.

(To search for Cases, use the Cases tab when logged in to SchemeServe.)

If the note is related to a renewal, check the 'This is a Renewal Note' box. This feature serves only to highlight the note so that staff can review renewal notes when processing renewals, by visiting the Notes tab.

Once you're happy with your note, press Save or press Cancel to discard your changes.

Important:

  • If you make a mistake, you should delete the note and create a new one.
  • You can delete your own notes up to 24 hours after you create them.
  • Administrators can always delete notes.
  • To see a complete list of system events (not notes), view the Activity tab when Viewing a Case.