View and Add Agent Notes

Background Information:

Process Name:	View and Add Agent Notes
Role:	Internal User
Objective(s):	To view and add notes on the agent account by internal staff members.
Before you begin:	The internal staff member must have access to the agent portal and a reason to leave or view a note left on the account.
What happens next:	The internal staff member can view any existing notes and add additional notes as required.

How to do it:

#	User Action	System Response	Notes
1.	Navigate to the Agent Portal.	SUITS displays the Agent Home screen.
2.	Click on the Notes icon in the top right corner.	SUITS displays the Agent Notes Lookup screen.
3.	Enter search criteria.
4.	Click the Search button.	SUITS displays the search results in the Search Results panel.
5.	Select the checkbox next to the note to be opened.
6.	Click the Open button.	SUITS displays the note.
7.	Click the Previous button.	SUITS displays the Agent Notes Lookup screen.
8.	Click the New button in the Search Results panel.	SUITS displays the Comments Maintenance screen.
9.	Enter a Title for the note.
10.	Choose a Category from the dropdown.
11.	Enter text for the note.
12.	Click the Save button.	SUITS displays the Comment Details.	Once the comment has been saved, it cannot be edited.
13.	Click the Previous button.	SUITS displays the Agent Notes Lookup screen.	The note that was added can now be viewed from this screen.