Notes (CE and State)

The Notes to Contracting Entity screen provides the ability for the state to enter notes that can be viewed by the Contracting Entity.

To view or modify Notes to Contracting Entity

1. Search for and select a Contracting Entity, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the View or Modify link next to Notes to Contracting Entity.

5. Select the note to view or modify. The Notes to Contracting Entity Detail screen displays.

6. Complete the screen.

7. Select Save.

To add a new note

1. Search for and select a Contracting Entity, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the Modify link for Notes to Contracting Entity.

5. Select Create New Note.

6. Enter the Subject in the textbox.

7. Enter the Note text in the textbox.

8. Select Save.

The Internal State Agency Notes screen(s) provide the ability for the state to enter internal only notes that are not viewable by the Contracting Entity.

To view or modify State Agency Notes

1. Search for and select a Contracting Entity, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the View or Modify link next to State Agency Notes – Internal Use Only.

5. Select the note to view or modify. The Notes to Contracting Entity Detail screen displays.

6. Complete the screen.

7. Select Save.

To add a new note

1. Search for and select a Contracting Entity, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the Modify link for Notes to Contracting Entity.

5. Select Create New Note.

6. Enter the Subject in the textbox .

7. Enter the Note text in the textbox.

8. Select Save.

Note: Access to the Internal State Agency Notes screen is controlled by security. Please see the TX-UNPS Help Desk if you think you should have access to this screen.