Add Note Form

Description: Welcome to the Notes page. This page displays the Add Note form. This form allows users the capability to Add a Note to the participant's case.

Functions: This page contains the following functions:

Add New Note

Add New Note

Complete the following to Add a New Note:

Fill out all required fields on this form to Add a New Note.

Using the Note Type drop-down list, select the type of Note being entered. (Required Field)
If the ‘Other’ option was selected from the Note Type drop-down list, users must enter the type of Note in the If Other Please Specify text box. (Required ONLY if the ‘Other’ option was selected from the Note Type drop-down list.)
In the Entered By text box, enter the name of the user entering the note. This text box is for those users which are entering a note on behalf of another user.
In the Note Effective Date text box, enter the Note's effective date. Users can also use the (Calendar) icon to select the date. (Required Field)
Select one of the Create an Alert radio buttons.

Note: If users select the 'Yes' radio button, once you click the Save button the Note will be saved and users will be directed to the Add New Alert form.

In the Note text box, enter the contents of the Note. (Required Field)

Once all required fields have been completed, click the (Save) button. This will display the Successfully Saved Message.

Successfully Saved Message

Click the 'here' link to return to the Notes page. The newly created Note will display in the Notes Overview section.