Notes can be added to incidents from the Incident Details screen. Notes are used to clarify the problem or question, track communication, and provide resolutions. They can be added by the user, an EbixSupport analyst, or another user in the agency.
All notes are recorded and updated to the EbixSupport server and alerts are generated. The Owner and User Contact will receive an email alert if their Profile was set to receive notification email. EbixSupport is notified of the new note and will review and take action.
The Note will appear in the Alerts tab for review.
Open an Incident and click the Notes icon on the Incident Details screen.
Click the Add New button.
Complete the Note field and press Save. The note is saved and appears on the note list.
Press Back to return to the Incident Details screen when done adding or reviewing notes.
From the Alerts tab or Notes list, review the list and click the note to review. The list screen will clear and the note will display. Press the Back button to return to the list. Press the Go to Incident Details if on the Alert screen and you are unsure of the incident or want to review.
To open all notes at once rather than individually, click the Single Combined List for ease of display.
Hint:
The Single Combined List also shows the date the note was added and by whom and is very handy for quick review. If you want to print your notes, use the Print PDF function for proper layout on the page or just cut and paste into your favorite application.