Using the Note Type options on the eRPS “Make Note” screen while in the application,
the following happens:
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a.
Rep Payee Applicant Note Type: eRPS saves your documentation in the notes of the Summary section of the application
and propagates your documentation to the Rep Payee Details tab, so the determination
is always associated with the payee’s eRPS record. You can view this information in
the Notes section of the Application Summary page, per Application Summary in MS 009.022,
and in the Rep Payee Details notes, per View Notes in MS 07415.003.
-
b.
Rep Payee/Bene Relationship Note Type: eRPS saves your documentation in the notes of the Summary section of the application.
You can view documentation from the “Rep Payee/Bene Relationship” Note Type in the
Notes section of the Application Summary page, per Application Summary in MS 07409.022,
and on the Relationship Details notes, per View Notes in MS 07415.003.
IMPORTANT: If the “Other” Note Type is used to document notes, the documentation will only be
viewable in the notes of the Summary section of the application. You can view this
information in the Notes section of the Application Summary page, per Application
Summary in MS 07409.022.