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MRES emails and notes

Overview:

  • Screenshots, images, and files are not able to be uploaded in the Request Notes form. However, you can use URL links to reference documents.

  • Assessor must be named on order and have an email address, or you get a message saying not able to submit note.

  • Not able to add a note to a draft order.

  • Only Enable staff can add notes to orders with Completed status.

  • Assessors can only see the notes they have created, and the ones addressed to them.

  • ACC staff don’t have access to view notes or emails.

Adding an Email

In the order line, click Notes.

Screenshot of MRES App showing the general drop down menu.

  • Choose who you want to email in the Note To field.

  • The Note Type, Note To and Note Subject fields are mandatory. If you click Update without selecting an option, you get a message saying data is missing.

Screenshot of an Automatic reply email with an "action required" subject line.

  • The automatic no-reply email is sent with an “Action Required” subject line. The receiver clicks the link in the body of the email to open the note in the MRES application.

Adding a Note

In the order line, click Notes.

Screenshot of ACC Mres app highlighting notes section.

In the order line, click Notes.

Screenshot of dropdown menu under notes.

  • The Note Type field will default to Email. If you change this to Notes, the Note To field disappears.

  • The Note Subject field is mandatory. If you click Update without selecting an option, you will get a message saying data is missing.

Order Request Notes Screen

Screenshot of the order request notes screen.

  • Your new note will display on the Order Request Notes screen.

  • To view the note, click the Request Note button. This is view only so you are not able to edit the note.

  • To download a PDF version, click Request Notes Summary.