Completing the V301

The V301 displays if the user has selected the Print Appointment Letter check box and selects the Save button on the Customer Appointment Detail page. Follow the steps below to complete the V301.

To Complete the V301

  1. Enter the date of the scheduled appointment in the first text box. There is a 15 character limit when entering the date.

  2. Enter the time in the second text box. Do not use colons or spaces when entering the time as there is a 10 character limit.

Example: 9AM-11AM.

  1. Select the appropriate check box.

  2. If needed, enter the desired information in the remaining text boxes.

NOTE: If the consumer is required to call a specific number for an interview, this information should be entered in the text box under “Please have the following Information at the time of the call…”

  1. When the form is complete click Save and Print Centrally.