Note Prefixes

Use the note prefixes below in the Subject Line of the CEC Note Pad when entering comments:

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.

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