The Notes Definition Screen is a place to record a note that relates to a Plan Document and set it up to display upon certain events. Plan Notes are a useful way to document unique features about a plan, as well as record background information for reference in the future.

• Note Text: place to enter the text of your note.
• Events triggering display of plan note: select which of the following events will cause this note to pop-up on the screen for display. Multiple selections are possible, as well as none.
  
  
  • Plan Events
  • Plan Open: by checking this box, the note will display each time this Plan is opened.
  • Plan Save: by checking this box, the note will pop-up whenever this Plan is saved.
  • Plan Export: a check here indicates the note will display when an export is run for this Plan.
  • Valuation Snapshot: a check here indicates the note will pop-up when a Valuation Snapshot is run for this Plan.
  • Data Request: check this box to have the note display when a data request is run for this Plan.
  • Person Events/Filter
  • Person Calculation: by checking this box, the note will pop-up whenever a calculation is run for a Person on the system.
  • Participant Web Calculation: check this box to have the note display when a Person runs a calculation on the web.
  • Sponsor Web Calculation: check this box to have the note pop-up when a Sponsor Contact runs a calculation on the web.