Adding Overall Notes
To add an overall note to an entire declaration, click
Add Overall Note
(top right of screen). Overall notes do not have an associated field.
The
Add Audit Note
pop-up will contain only a text box for writing the note. To save the note, click Add Note
. To exit out of the Add Audit Note
pop-up, click Cancel
. The number of notes added to a declaration will display next to the View Declaration Notes
link (top right of screen). Click the link to view the notes.
A
Notes
pop-up will open, displaying a grid containing all Header, Detail
and Overall
notes added to the declaration. The grid also provides the username of who added the note as well as the date the note was added. Each column includes searching capabilities, as well as the option to extract the information into an Excel spreadsheet.To extract all notes associated to a declaration, click
Extract
(top right corner).important
Notes cannot be deleted.
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Broker Data Audit Management
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