Note Prefix

Created By

When to Use

Status Update

Authorizations, Support Services, Parts Sourcing

Used when updating information on a Service Job.

Research Complete

Parts Sourcing

Used once research is complete and options are noted.

Customer Decision

Customer Service, Authorizations, Parts Sourcing

Used to capture the customer’s feedback/decision regarding options provided.

Customer Options

Authorizations, Parts Sourcing

Used when documenting the final customer options with repair/replacement and claim credit information.

Claim Review

Authorizations, Support Services

Used for notes/comments regarding a claim under review.

Claim Credit Review

Support Services

Used for aging and output tracking when a claim credit is being reviewed and set up to pay.

Supporting Doc Review

Support Services

Used for aging and output tracking when supporting documents, such as paid invoices or reports are received.

Email Claim Status

Support Services

Used when updating a Service Job with details received from the Service Professional via the claim status email box.

Service Initiation

Customer Service

New Service Request.

Recall

Customer Service

Potential Recall Service Request.

Follow Up

Customer Service

Service Job status follow up.

Inquiry

Customer Service

Used when a customer calls with questions regarding the warranty that are not specific to a Service Job. Used in the Customer Notes field only.