AR Notes to SFA

The Notes to SFA screen provides the ability for the state to enter notes that can be viewed by the SFA. These are usually comments or instructions that apply to the review in its entirety, as opposed to a specific form (which would be entered in the Comments to SFA field on the Internal Use Only section of each Off-site Assessment form).

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the Modify link for Notes to SFA.

5. Select Add Note.

6. Enter the Subject in the textbox.

7. Enter the Note text in the textbox.

8. Select Save.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select the View or Modify link next to Notes to SFA. The Notes to Sponsor list screen displays.

5. Select the date link for the note to view or modify. The Notes to SFA Detail screen displays.

6. Make any desired changes.

7. Select Save.

Note: Use the Search function to filter notes by user. The default is to display All Notes. The user can filter by Created By username by selecting “Created By” and entering the last name of the user. This field accepts partial values.