Add a Note

All Reinsurance Years

There are several places in the System where a user with certain System rights can add a note to a grower's record. Depending on a user's role, these notes might be added at the policy level (e.g. on the policy's Notes tab) or at an even more granular level (e.g., when editing an existing inspection). Regardless of the notes use/access location, the functionality remains similar.

Grower Notes

Within an MPCI, Livestock, or Private Product policy, on the Grower tab, a Grower Notes section is available. This section is displayed as collapsed by default. Select this section's banner to open the section to add a new note or view existing notes.

1. To add a note, select the Type of note you are creating from the dropdown.
2. In the Notes textbox, type the note.

3. Click Save when finished. The note is saved in the grid below.

Policy Notes

Within an MPCI or Private Product policy, a Notes tab is visible. Select this tab to add a new note or view existing notes.

1. To add a note, select the Type of note you are creating from the dropdown.
2. In the Notes textbox, type the note.

3. Click Save when finished. The note is saved in the grid below.