The Manage Person Notes Screen displays a list of all Person Notes for the Plan Sponsor or specific Participant, depending on whether a Sponsor/Plan or Participant is open when the Manage Notes button is clicked. The listing displays information such as the Creation Date, Type, and Status of each Person Note.

• Note Type: select whether to include Informational notes, Contact Inquiry notes, and/or notes without a specified type.
• Note Status: select which notes will be included in the listing based on their current status, using any of None specified, Waiting for Sponsor Contact, Waiting for System User, Waiting for Participant, Externally Redirected, and Completed.
• Apply start date limits: check the box to set limits on the start dates of the notes to be included in the listing.
• Hide notes for sponsors not assigned to you: check this box to restrict the listing to notes for sponsors assigned to the current user. This is a sponsor-assignment filter. Uncheck it to include notes for other accessible sponsors that satisfy the remaining filters.
• Excel: click the Excel button to generate an Excel spreadsheet of the listing results. For a more expansive report on Person Notes within the Sponsor, see the Notes Report Screen.