AIM Notes

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TABLE OF CONTENTS

Notes can be added to AIM submissions in the form of file notes, activity notes, and popup notes.

Notes Tab

Use the Notes tab to view and add file notes, popup notes, and suspenses on the selected submission.

File Notes

File notes are specific to a submission and appear under both the Activity and Notes tabs. Once created, file notes cannot be changed or deleted.

1. Add a file note by right-clicking under the Notes subtab and selecting Add. Alternatively, click F6 on your keyboard.

2. Add a subject and the note. Then, click OK. Once saved, file notes cannot be changed or deleted.

3. File notes can be printed or emailed using the buttons in the lower left corner. Click Add To to add additional notes. Click Close to exit the note.

Under the Activity tab, file notes are designated by the icon under the first column. Double-click on the line item to view the file note.

Activity Notes

Activity notes are specific to an existing line item on the Activity tab. Once created, activity notes can be edited but not removed completely.

1. Highlight the line item and click Add Activity note.

2. Add a note and/or edit the original activity log entry description. Click OK.

Activity notes are designated by the icon under the NoteIconID column. View the activity note by highlighting the line item and clicking Edit Activity note.

Popup Notes

Popup notes are similar to sticky notes in the paper world and are displayed when the submission is accessed on the Main tab.

Submission Popup Notes

A submission popup note is an internal message viewable when the submission is selected in the Main tab. It shows as a white rectangle near the lower right corner of AIM. Only one active submission popup note can exist per submission.

Adding a Popup Note

To add a popup note, navigate to the Notes tab.

1. Type the note in the Popup Note pane.

2. Click Save.

Editing a Popup Note

Popup notes can be edited by simply clicking into the note, or by adding to the Popup Note pane under the Notes tab.

Removing a Popup Note

Click Close on the popup note to temporarily hide the note. Although the text will still be visible in the Popup Note pane under the Notes tab, the popup note itself will not reappear until you exit the submission.

In the Popup Note pane under the Notes tab, click Clear Note to discard the note completely, or File This Note to turn the popup note into a permanent File Note under the Activity tab.

Agent Popup Notes

Agent popup notes appear as a yellow rectangle in the lower right corner of AIM. These are created and maintained by the Agency & Licensing Administration as they appear on all submissions using the associated retail agency. To temporarily hide the note, click Close. The popup note will reappear the next time you open the submission.

Version 2, 3/20/2022

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This document is deemed internal and confidential and cannot be released outside of RT Specialty or its subsidiaries.