Enter Notes on an Employer Account

Background Information:

Process Name:

Enter Notes on an Employer Account

Role:

•      Internal SUITS user

Objective(s):

The objective of this process is for an Internal User to enter notes on an Employer’s UI account (within the Employer Self-Service portal).

Before you begin:

The Internal User has a business need to enter notes on an Employer’s account.

What happens next:

The Employer has a note entered in its UI account.

Note - The note is only visible and searchable to internal-Users from the internal view of the Employer’s Self-Service portal.

 

How to do it:

#

User Action

System Response

Notes

1. 

Click the Employer Lookup left-navigation menu item from the Home screen.

SUITS displays the Employer Lookup screen.

 

2. 

Enter the Employer ID (or other identifying criteria) in the Criteria panel.

 

 

3. 

Click the Search button.

The results display in the Search Results panel.

 

4. 

Click the Employer Account ID hyperlink.

SUITS displays the Internal User’s view of the Employer portal.

 

5. 

Click the Account Maintenance left menu item in the Employer Portal.

SUITS displays the Employer Maintenance screen.

 

6. 

Click the Employer Maintenance link.

SUITS displays the Employer Detail Maintenance screen.

 

7. 

Select the Notes tab in the Other Information panel.

SUITS displays any existing Notes records within the Notes tab.

 

8. 

Click the New button.

SUITS displays the Comments Maintenance screen.

 

9. 

Enter a Title.

 

 

10.

Select a Category from the dropdown menu.

 

Dropdown list may vary depending on Employer account activities.

11.

Enter a Note.

 

 

12.

Click the Save button.

SUITS displays the message:
“All changes successfully saved”.

 

13.

 

SUITS displays the note you entered in the Comments Detail panel.