Notes

The Application Packet Notes screen allows state users to read and add notes regarding an entire Application Packet. This enables state users to efficiently communicate and log information pertaining to an Application Packet. Comments regarding a specific Application Packet item can be entered in the Internal Comments field in the Internal Use Only section of the respective screen.

To access application notes

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Details for Application Packet Notes. The Application Packet Notes screen displays.

Note: The Notes feature is only accessible for State users. Contracting Entities do not have access to the Notes menu option and, therefore, will not be able to access any notes that were entered.

To view an application note

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Details for Application Packet Notes. The Application Packet Notes screen displays.

Note: Notes can only be modified or deleted by the user that created it. For all other users reading another user’s note, the note will be View Only.

To create a new application note

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH. The current year’s Application Packet screen displays.

3. Select Details for Application Packet Notes. The Application Packet Notes screen displays.

4. Select the Create a New Application Note button. The Application Packet Note screen displays.

5. Enter the Subject.

6. Enter the Note.

7. Select Save. A confirmation screen displays.

8. Select <Edit to return to the Application Note screen.
-OR-
Select Finish to return to the Application Notes screen.

TIP: Once the Create New Application Note button is selected, a blank record is created and displayed on the Application Note screen. Even if you do not enter a note and select the Cancel button, the blank application note will remain and be listed on the Application Notes screen.

To remove the blank note created in error, select it and use the DELETE option at the top right of the Application Note screen. To enter information in the blank note, select the note and update the Subject and Note fields on the Application Note screen.

To delete an application note

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. From the Applications menu, select Application Packet – Centers or Application Packet – DCH Contracting Entity. The current year’s Application Packet screen displays.

3. Select Details for Application Packet Notes. The Application Packet Notes screen displays.

4. Under Date, select the date of the note you wish to delete. The Application Note screen displays.

5. Select DELETE on the Edit menu in the top-right corner.

6. The system transfers you to the bottom of the screen and a warning message is displayed.

7. Select the Delete button at the bottom of the page. A confirmation message displays.

8. Select Finish to return to the Application Notes screen.

WARNING: Notes can only be modified or deleted by the user that created it. For all other users reading another user’s note, the note will be View Only. Selecting the button permanently deletes the Application Note from the application and it will not be recoverable once deleted.