Difference between revisions of "Making Notes"

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SchemeServe lets you keep track of events occurring to your Cases and policy holders.
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== Making Notes ==
  
= Creating a Note =
 
  
[[File:Add_note.png|thumb|right|Add Note Screen]]
 
  
To create a new note, first of all find the Case (quote/policy) you want to create the note against and click on the Notes Tab.
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== Introduction ==
  
Then press the 'Add Note' button and fill in the details for the note.
 
  
If you would like the Agent or Client to be able to view the note then tick 'This note should be visible to the Client'
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It's useful to be able to make and share notes on Cases and SchemeServe makes this incredibly easy, all the while keeping an accurate record for future use.
  
An email will be generated when you Save the Note advising them that Notes have been added on this Case.
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In order to make a note, you'll need to be logged into SchemeServe.
  
They can then respond to the Note with a Reply Note - you will be notified by email if these have been received.
 
  
Select the Agent or Client email addresses to be notified and also if you want internal staff to be notified as well.
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== Creating a Note in 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.
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#Click on the '''Case Tab'''
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#[[Searching for existing Cases|Find the Case]] that you want to create the note against and click on the '''View Button'''
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#Click on the '''Notes Tab'''
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#Click the '''Add Note Button'''
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#Write your Note
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#To share the Note with the Agent or Client you should tick '''“This Note Should be Visible to the Client”'''
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#If the note is related to a Renewal, you can tick the '''“This is a Renewal Note” box'''. This makes it easier for staff to sort and process renewals from the '''Notes Tab'''.
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#If you would like to Upload a File as part of the note then click on the '''Upload a File Link''' and select the file that you require. This File will be uploaded into the normal '''Documents Tab'''.
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#Click the '''Add Note Button''' to save the note
  
= Upload a File =
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'''Note:''' If you have shared the Note with an Agent or Client they will be sent an e-mail notifying them that a Note has been added to the Case. If they respond to your note, you will be sent an e-mail notifying you of the response.
  
If you would like to upload a file with your notes click on the Upload a File link and select the file that you require. This will be uploaded into the normal Documents Tab.
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'''Note:''' You may select the Agent or Client email addresses to be notified of the note and also other e-mail addresses if you want internal staff to be notified as well.  
  
= Important =
 
  
* If you make a mistake, you should delete the note and create a new one.
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== Important: ==
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* You can delete your own notes.
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*If you make a mistake you should delete the Note and then create a new one
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*You can only delete your own Notes
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*Administrators can delete any user's Notes
  
* Administrators can delete any users notes.
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/hFsapLQGOro" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also ==
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[[Getting a Quote]]
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[[Searching for existing Cases]]
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[[Jumping straight to a specific Case]]
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[[Case Statuses]]
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[[Renewing Cases]]
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[[Adjusting Cases]]
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[[Cancelling Cases]]
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[[About the Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
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[[Generating new Case Documentation]]
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[[Uploading existing Case Documentation/Files]] 
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[[Switching Agent for an existing Case]]
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[[Permanently Deleting a Renewal/Adjustment/New Premium]]

Revision as of 04:31, 30 September 2012

Making Notes

Introduction

It's useful to be able to make and share notes on Cases and SchemeServe makes this incredibly easy, all the while keeping an accurate record for future use.

In order to make a note, you'll need to be logged into SchemeServe.


Creating a Note in SchemeServe

  1. Click on the Case Tab
  2. Find the Case that you want to create the note against and click on the View Button
  3. Click on the Notes Tab
  4. Click the Add Note Button
  5. Write your Note
  6. To share the Note with the Agent or Client you should tick “This Note Should be Visible to the Client”
  7. If the note is related to a Renewal, you can tick the “This is a Renewal Note” box. This makes it easier for staff to sort and process renewals from the Notes Tab.
  8. If you would like to Upload a File as part of the note then click on the Upload a File Link and select the file that you require. This File will be uploaded into the normal Documents Tab.
  9. Click the Add Note Button to save the note

Note: If you have shared the Note with an Agent or Client they will be sent an e-mail notifying them that a Note has been added to the Case. If they respond to your note, you will be sent an e-mail notifying you of the response.

Note: You may select the Agent or Client email addresses to be notified of the note and also other e-mail addresses if you want internal staff to be notified as well.


Important:

  • If you make a mistake you should delete the Note and then create a new one
  • You can only delete your own Notes
  • Administrators can delete any user's Notes


Video Tutorial


See Also

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

About the Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Generating new Case Documentation

Uploading existing Case Documentation/Files

Switching Agent for an existing Case

Permanently Deleting a Renewal/Adjustment/New Premium