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This page allows you to add any specific information about the policy. You could enter details like the terms and conditions that govern the policy or the various clauses for which the policy gives coverage. The notes are saved along with the policy details.
Select the “Attach Notes” link at the bottom of the “Create Insurance Policy” page.
The “Attach Notes” page appears.
The system displays the following:
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Policy No |
The code identifying the insurance policy. |
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Policy Desc. |
The textual description of the policy. |
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Status |
The status of the policy. |
Enter the following fields in the “Notes Detail” group box:
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Standard Notes ID |
The code identifying the standard notes (Alphanumeric, 6). Mandatory. |
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Help facility available |
Enter the description pertaining to the standard notes id in the text box provided alongside.
Click the “Save Std. Notes” pushbutton to save the standard note.
The system saves the standard notes ID along with the description.
Enter the following field:
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Notes |
Any important information to be noted regarding the policy, like the terms and conditions or clauses (Alphanumeric, 255). Mandatory |
Click the “Save” pushbutton to update the additional information to the policy number.
The system saves the details of the notes along with the policy details.
