View Household Notes (Info)

Function VIEW HOUSEHOLD NOTES allows you to view all existing notes concerning a family. It will also allow you to view each note in more detail.

Once a note is selected the contents can be viewed in full, including the

• Creation date

• Event date. This is the date the note was entered on the computer
   
• Effective Date. The effective date must be the date the change or amendment actually happened or the date you were notified of the change. If it is not possible to use any of the above dates, then the date the correspondence was received or the tax year the note relates to must be used before the actual text of the note
   
• Retained marker if appropriate

And

• Category

Note: The dates in the Event Date field and the Creation Date field will always be the same

The notes are displayed in descending event date order, starting with the most recent event first. The order may be reversed. This will be helpful when trying to read a series of notes in chronological order.

The View Household Notes screen is spilt into two sections

• Retained notes

And

• Tax year based notes

For the tax year based notes it is possible to view, for a specific tax year

• All the notes

Or

• All the notes in a selected category

Note: The categories are pre-defined and are used to indicate the contents of the note

All the retained notes for a family will be visible - you can filter these by category.

The total number of notes that can be stored for a family is 25 retained notes in total and 100 per year for tax year based notes.

You can view notes entered in CY, PY and PY-1 only.

Note: From 9 April 2007, any note with an event date prior to 6 April 2006 will be shown in the 2005-2006 tax year

In the Function VIEW HOUSEHOLD NOTES, you will not be able to create, amend or delete a note.

The ability to access Function MAINTAIN HOUSEHOLD NOTES or VIEW HOUSEHOLD NOTES will be determined by your user role and the function you are accessing the notes from.

Note: When a claim becomes post award

• Any existing notes recorded in Function CAPTURE APPLICATION are deleted and you will not be able to see them in Function VIEW APPLICATION

And

• The deleted notes are copied into Functions VIEW HOUSEHOLD NOTES and MAINTAIN HOUSEHOLD NOTES

• In exactly the same format

• Numbered

And

• Allocated a category of ‘Application’