Difference between revisions of "Making Notes"

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Revision as of 04:01, 1 October 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 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