Notes overview

Notes screens appear throughout the Provider Administrator portal in each module. In the Agent portal, Notes appears in the Policies module. Each contains a record of all notes created for the specific area it appears in. Depending on the module, Notes will contain a record of actions performed within the module, or they will contain a record of actions performed within a specific contact, policy, or claim.

BriteCore automatically generates notes to document actions performed. You can also create notes manually to document updates, changes, or alerts not already generated.

Notes in BriteCore modules

  • Contacts module: Notes is attached to each existing contact. When you access a contact, you can access that contact’s Notes screen. BriteCore automatically generates notes in the contact’s Notes screen when you make changes to that contact, including adding or removing the contact from a policy or claim. For example, if you add a contact to a policy, BriteCore generates a note titled Contact added to Policy. See Notes overview – Contacts.
  • Lines module: Notes is attached to the Lines module. When you access the Lines module, you can access its Notes screen. BriteCore automatically generates notes when you perform actions in the Lines module. For example, when you edit a policy line, BriteCore generates a note titled Edited a Policy Line. See Notes overview – Lines.
  • Policies module: Notes is part of the Policies module and available for each existing policy. See Notes overview – Policies.
    • When you access the Policies module, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Policies module. For example, if you review commission payments, BriteCore generates a note titled Commission Payments Reviewed.
    • When you access a specific policy, you can access the policy’s Notes screen. BriteCore automatically generates notes in the policy’s Notes screen when you make changes to that policy. For example, when you create a revision on a policy, BriteCore generates a note titled New Revision Created.
  • Claims module: Notes is available for each existing claim. When you access a claim, you can access the claim’s Notes screen. BriteCore automatically generates notes in the claim’s Notes screen when you make changes to that claim. For example, if you add a recovery transaction, BriteCore generates a note titled Recovery Transaction Added. See Notes overview – Claims.
  • Reports module: Notes is part of the Reports module. When you access the Reports module, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Reports module. For example, if you look up loss history, BriteCore generates a note titled Loss History lookup performed. See Notes overview – Reports.
  • Settings module: Notes is available for the Settings module. When you access Settings, you can access its Notes screen. BriteCore automatically generates notes when actions are performed within the Settings module, such as updating the Policy Lifecycle settings or changing the default of an advanced setting. See Notes overview – Settings.

Notes actions

In Notes screens, you can: