Adding Insurance Schedule Notes
You can add notes to insurance schedules when you update or terminate the schedule.
- You can review notes added to schedules, but you cannot edit or delete existing notes.
- Notes are not copied to new versions of an insurance schedule.
To add insurance schedule notes
- View the insurance schedules for a plan. See To display insurance schedule versions for a plan.
- Click the Notes link in the row of the appropriate schedule.
The Insurance Schedule Notes window opens.
- Enter the note, and click Add Note.
- Click Return.