Adding notes to a claim

The WhisperClaims app gives you the ability to add notes to any question within the claim form. This could be used to communicate with collaborators, explain the answers given, or mark questions that need more thought.

To add a note to a question, you must be logged into the WhisperClaims system using either:

• The user to which the client is allocated, or

• An account that has access to view All clients & claims

If you need to work on a claim for a client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

To add a note to a question:

1. Locate the claim you want to work on, either through the  link or the client view

2. Click the  button (right-hand side of row)

3. Click the   button

4. Navigate to the question to which you wish to add a note.

   See Working through a claim for more about navigating through the claim form

5. Click the  button
   The notes panel opens on the right hand side of the screen.
6. Click in the text box and type your note.
7. Click the  button
8. To edit or delete a note, click the  button and select edit or delete.
   

Only the user who added a note can delete or edit it.

Once notes have been added to a question, the button changes to . If you wish to close the notes panel, use the X in the top right corner.

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