SAM108022 - Records: SA and permanent notes: adding a new SA note (Action Guide)

Where you want to add a new SA Note, follow steps 1 - 3 below.

For details of how to access the SA function, select 鈥業ndex Of Functions鈥� on the left of the screen.

1.聽 Use function MAINTAIN SA NOTES to view the SA Notes already recorded

2.聽 On the view screen

  • Select the [Add Note] button

3.聽 On the New SA Note screen

If you are adding a note obtained from the SEES Notes Paster

  • After selecting the relevant SA Note from the SEES Notes Paster
  • Select the [EDIT] button
  • Select the [PASTE] button

If you are adding a free format SA Note

  • Enter the new SA Note using the Departmental Abbreviations where possible
  • Select the [OK] button

If you wish to add a second SA note, as a continuation of the first (see SAM108020)

  • Indicate at the start of the second note that it is a continuation of the previous SA note

Your new SA Note is now recorded

NOTE: there may be cases where the New SA Note button is 鈥榞reyed out鈥�, and you cannot add a note for a case. This is usually where a record is restricted, such as in some Wealthy Cases, where read-only access is given, or some Overseas cases, where it may be necessary to be in a different User Role in order to update the record. These cases should be referred to a local SPOC or Tech for advice about how to proceed.