Making Notes

From SchemeServe Help
Revision as of 09:04, 29 April 2010 by 217.40.173.249 (talk)
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SchemeServe lets you keep track of events occurring to your Cases 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.