Notes
Use Notes to add information to an application during application review. Notes are used as to record information about an application. Notes can be free-form text, predefined notes, or any of the notes categories. Predefined and notes categories are managed as domain values. Administrators with the proper permissions can create, modify, delete, activate, and deactivate the available predefined notes and notes categories. All notes that are entered on the application are displayed in the notes history.
Users with role Manage Notes will be able to add, view, edit and delete notes on the page that they have access to. Users who do not have the Manage Notes role, can only view the notes added to the page that they have access to.
- Covered Topics
- Note Category
Note Category are a group of notes that you can use to add additional information to an application during the application review process. Note categroy is available only in the Synchronous Consumer Line of Business template. Note categories are managed as domain values. - Predefined Notes
A Predefined note contains some standard text that gets added to the application under review. For example, a predefined note can be Applicant called to check status of application or Expedited service requested by applicant. Predefined notes are managed as domain values and can be added or modified by a user who has the necessary permissions.