View and Add Employer Notes

Background Information:

Process Name:

View and Add Employer Notes

Role:

Internal user

Objective(s):

To view and add notes on the employer account by internal staff members.

Before you begin:

The internal staff member must have access to the employer 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 Employer Portal.

SUITS displays the Employer Portal Home screen.

 

2. 

Click on the Notes icon in the top right corner.

SUITS displays the Employer Notes Lookup screen.

 

3. 

Enter search criteria.

 

 

4. 

Click the Search button.

SUITS displays the search results in the Search Results panel.

 

5. 

Click the hyperlink of the note to open in the Title column.

SUITS displays the note.

 

6. 

Click the Previous button.

SUITS displays the Employer Notes Lookup screen.

 

7. 

Click the New button in the Search Results panel.

SUITS displays the Comments Maintenance screen.

 

8. 

Enter a Title for the note.

 

 

9. 

Choose a Category from the dropdown.

 

 

10.

Enter text for the note.

 

 

11.

Click the Save button.

SUITS displays the Comment Details.

Once the comment has been saved, it cannot be edited.

12.

Click the Previous button.

SUITS displays the Employer Notes Lookup screen.

The note that was added can now be viewed from this screen.