TCM1000067 - How to view Household Notes

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Householdâ€� on the toolbar
  • select ‘View Notesâ€� from the options available. You will be taken to the ‘Key Entry Dataâ€� screen
  • enter the customer’s NINO
  • select the relevant checkbox
  • select ‘OKâ€�.

If you are taken to the ‘Select Household� screen

  • select the relevant household
  • select ‘OKâ€�. You will be taken to the ‘View Notesâ€� screen where you can view the notes and expand them by selecting them and then selecting ‘OKâ€�.

If you are taken straight to the ‘View Notes� screen, you can view the notes and expand them by selecting them and then selecting ‘OK�.