ORCA Software INC.

File Status Notes

File notes are necessary to document conversations, file status, pending issues, large to-do lists and other items that require on going or one time commentary. Notes are viewed and entered in a window with multiple tabs, each tab having a specific view or purpose relating to the note or diary. The title of each tab is noted below.

ViewNote - View notes in a list. Most current 10 notes are displayed automatically.

NewNote - Create a new note. Max size is 32,000 characters.

NoteOldFormat - View the old notes that were entered prior to this current method of note entry.

Diary - View or change diary.

NoteSearch - Search for note(s) for current claim.

File notes are entered as a separate record with a total length of 32,000 Characters per entry. Each note is to be categorized with a note type when entered. This note type is defined by your organization and will allow notes to be sorted and searched by this identifier. This is an ideal way to group notes. A typical note type may be ‘phone’ where this could represent a phone call in or out. Another type of note could be ‘manager’ that specifically relates to a manger’s entry or SIU for Special Investigation Unit.

Diary entries and updates can be entered in this section as well and the specific diary window. This provides a short cut to manage diary.

Screenshots
[To request access to screenshots, please email orcasw@orcasoftware.net]

Note View Note Tab