To access application notes for Sponsor
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select View next to Application Packet Notes for Sponsor
Note: Only notes indicated by the State as visible to the Sponsor
To create a new application note
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Application Packet Notes. The Application Packet Notes screen displays.
4. Select the Create a New Application Note button. The Application Packet Note screen displays.
5. Enter the Subject.
6. Enter the Note.
Note: If the checkbox is selected, the note will be visible to the Sponsor via the Application Packet Notes for Sponsor
7. Select Save. A confirmation screen displays
8. Select <Edit to return to the Application Notes screen
-OR-
Select Finish to return to the Application Notes screen.
TIP: Once the Create New Application Note button is selected, a blank record is created and displayed on the Application Notes screen. Even if you do not enter a note and select the Cancel button, the blank application note will remain and be listed on the Application Notes screen. To remove the blank note created in error, select it and us the DELETE option at the top right of the Application Note screen. To enter information in the blank note, select the note and update the Subject and Note fields on the Application Note screen. |
To view an application packet note (Sponsor users)
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select View for Application Packet Notes for Sponsor.
4. Each note from the State will display.
5. Select <Back to return to the previous screen.