This facility allows you to capture and maintain notes regarding specific members of a scheme.
Select the required member as described under Finding Members.
From the JU3AO List of Members for a Scheme/Pay Centre screen, highlight the required member, then select Note from the sub-menu on the left.
The JV0AA Maintain Notation screen will be displayed.
Field notes:
|
Header |
This is a short description that is provided when the note details are captured on the screen. |
Adding new notes
To add new notes, click NEW. The JV0AA Maintain Notation screen will be displayed.
The system will display the details for the following fields for the member selected:
Surname
Initials
First Name
Scheme
Reference No
Cellphone No
Capture data as follows:
|
Header |
A short description of the note. |
|
Date |
The date on which the note is captured. |
|
Follow-up Date |
The date on which the note must be followed up with the member or Client. |
|
Type |
The type of note that is being captured. Select a value from the drop-down list. Current values are: BENEFIT LETTER BENEFIT STATEMENT BENEFICIARY ID DOCUMENTS CALL CENTRE ENQUIRY CLAIM FORM DEATH CERTIFICATE DISABILITY ASSESSMENT ELIGIBILITY FLEXIBLE LETTER FUND MEMBER GENERAL CORRESPONDENCE ID DOCUMENT INVESTMENT OPTION FORM INVOICES LIABILITY SETTLEMENT MISSING DOCUMENT NOMINATION FORM NOTATION OTHER MEMBERSHIP PAYMENT REVIEW POLICY DECISION PROOF OF BANK DETAILS PUBLICATIONS RECOGNITION OF TRANSFER REINSTATEMENT BENEFIT CLAIM FORM SMS TAKE OVER DOCS TAX DIRECTIVE APPLICATION TAX DIRECTIVE TRUST PAYMENT TRUSTEE DECISION WEB PAGE ENQUIRY |
|
Response Date |
The date on which a response was received from the member or Client.
This date will also be displayed on the JU3EV Member Correspondence screen |
|
Purpose |
The general purpose of the note. Select a value from the drop-down list. Examples: Inbound, Information, Internal or Outbound. Note: The note will not be displayed on the Report to the Employer if a value of Internal is selected. |
|
Source |
The source of the note. Select a value from the drop-down list. Examples: Bulk Load, External, Letter, Phone Call etc. |
|
Status |
The status of the note. Select a value from the drop-down list. Values are currently:
Completed, Outstanding, Pending or Referred to Back Office |
|
Text input area |
Provide the relevant free-form text. |
Click OK.
The JV0AA Maintain Notation screen will be re-displayed. The short description will appear as the HEADER.
Viewing existing notes
To view existing notes, highlight the required note, then click OPEN. The JV0AA Maintain Notation screen will be displayed.
Deleting notes
To delete notes, highlight the required note, then click DELETE. The JV0AA Maintain Notation screen will be displayed.
Click OK. A confirmation message will be displayed.
Click YES.
The JV0AA Maintain Notation screen will be re-displayed.
For more information regarding the notes facility, refer to Notes under
Product Launch Requirements
Additional Menu Options