The Plan Notes Screen is a place to record a note that relates to a Plan Document and set it to display when selected events occur. Plan Notes are useful for documenting unique plan features and retaining background information for future reference.
Screen items
Note Text: place to enter the text of your note.
Events triggering display of plan note: select which of the following events will cause this note to pop-up on the screen for display. Multiple selections are possible, as well as none.
Plan Events
Plan Open: by checking this box, the note will display each time this Plan is opened.
Plan Save: by checking this box, the note will pop-up whenever this Plan is saved.
Plan Export: a check here indicates the note will display when an export is run for this Plan.
Valuation Snapshot: a check here indicates the note will pop-up when a Valuation Snapshot is run for this Plan.
Data Request: check this box to have the note display when a data request is run for this Plan.
Person Events/Filter: select when the note should appear during Person-related activity and, when applicable, enter a filter formula to limit the people for whom the note is displayed.
Person Calculation: by checking this box, the note will pop-up whenever a calculation is run for a Person on the system.
Participant Web Calculation: this option is currently unavailable and cannot be selected.
Sponsor Web Calculation: this option is currently unavailable and cannot be selected.
Filter Formula: when Person Calculation is selected, enter an optional formula that identifies the people for whom the note should display. Leave the formula blank to apply the note to all people when that event occurs.
