TCM1000021 - How to view Application Notes

Step 1

On the ‘Function Menu’

  • select ‘Application’ on the toolbar
  • select ‘Capture Current’ from the options available. You will be taken to the ‘Key Entry Data’ screen
  • enter the customer’s NINO
  • select ‘OK’. You will be taken to the ‘Applicant 1’ details screen
  • select ‘Sm’ from the toolbar. You will be taken to the ‘Summary Information’ screen. Any notes can be viewed on this screen in the ‘Application Notes’ field.

Note: Application Notes only appear on pre-award cases.