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.
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.
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.
In the order line, click 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
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.