Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Using Partner Plans >

Adding Notes to the Plan

You can add notes when you are creating a plan or when working on the plan after it has been approved. Notes let you enter free text comments about the plan. There are two types of notes:

• Private Notes. Can be viewed only by the person who created the note. These notes are used to record miscellaneous information about the plan for your own use.
• Shared Notes. Can be viewed by everyone in your company who has access to that view and record. These notes are used to share miscellaneous information about the plan.

To add notes to a plan

1. Navigate to the CHAMP Planning screen.
2. From the Show drop-down list, choose All Plans Across Partners.

   The Partner Plans list appears.

3. In the Partner Plans list, select the plan to which you want to add a note.
4. Click the Plan Notes view tab.

   The Plan Notes list appears.

5. Add a new record to either the Shared Notes or the Private Notes list.
6. Enter the note in the new record's fields.

   Field	Comment
   Created	The date when the note was created is entered automatically.
   Note Type	Enter the type of the note. For example, it might be "Directions" or "Reference."
   Note	Enter the text of the note.