View and Add Account Notes

 

Use this guide to view and add notes to an account.

 

 

 

From the Home Page access the Admin Dashboard screen.

Process Steps

 

To view and add notes in an account:

 

  1. Click one of the Manage Account links on the Admin Dashboard tab.

 

To access the account search function click the Manage an Employer Account, Manage an Employee Account, Manage an Individual Account, or Manage a Representative Account on the Admin Dashboard.

 

 

·        The Account Search screen is displayed.

 

2.      Enter the search criteria for the account to which notes are to be added or in which notes are to be reviewed:

 

a.      Select the account role form the Role drop-down menu. Options are: Individual, Broker, Navigator, Employer or Employee.

b.      Enter the account holder’s first name in the First Name textbox.

c.      Enter the account holder’s middle name in the Middle Name textbox.

 

d.      Enter the account holder’s last name in the Last Name textbox.

 

e.      Enter the account holder’s date of birth in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

 

f.       Enter the account holder’s social security number in the Social Security Number textbox in the format XXX-XX-XXXX.

 

g.     Enter the account number in the Account ID textbox.

h.      Enter the Application Received Date from and the Application Received Date to fields in the format MM/DD/YYYY or select them from the calendar.

 

3.      Click the Search button.

 

·        Accounts that match the search criteria are displayed.

 

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

4.      Select the radio button adjacent to the account which notes are to be reviewed.

 

5.      Select View Account Notes from the Admin Functions drop-down menu.

 

6.      Click the Submit button.

 

·        The Account Notes screen is displayed.

 

The Account Notes screen displays a chronological list of the notes associated with the account. It also shows the date the note was created and who created it. 

 

 

 

 

 

 

 

 

7.      Click on the Details link next to a note to view the complete note.

 

·        The individual note details are displayed.

 

8.      Click the Back button to return to the Account Notes screen.

 

·        The Account Notes screen is displayed.

 

9.      Enter the title of the note in the Title section.

 

10.   Enter the body of the note in the Enter a New Note ehHHere section.

 

11.   Click the Add Note button.

 

·        The note is saved in the account.

 

·        The Account Notes screen is displayed.

 

Notes are tracked with an audit trail that records who added the note and the date the changes were made.  

 

 

 

 

 

 

 

 

Results of the Procedure

 

Notes in an account are displayed.  A new note is added to the account.