Making Notes

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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. 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.

If the note is related to a renewal, check the This is a Renewal Note box.

Once you're happy with your note, press save.

Be aware that notes cannot be edited. Once created the detail cannot be changed. You can delete your own notes however. So if you make a mistake, you should delete the note and create a new one.