quickly view all activity or suspense for a specific policy

You can quickly view all Activity or Suspense for a specific policy.

• At the Policies View, left click a policy to select it

• Expand the sidebar (if it is not already expanded)

• Click on Show and select Activities from the dropdown list

• You will now see a list of all Activities associated with this policy.

• Click on Activity Grouping for the View Activity List screen

• The View Activities List screen will appear

  • The system will default to display activity for the past 30 days.  You may change this default (by up to 9999 days), then click Refresh List.

• You can sort or filter by any of the items in the header row (Date, By, Transaction, Action, etc...)

Helpful Hint:  You can also filter by policy iteration date

• You can open and scroll through the activities by opening the first activity, then using the Previous and Next buttons

• You can also quickly view each activity and a Description Preview by clicking on the activity line

• To view Suspense from this screen click on the Suspense button on the top of the screen and select View

• The View Suspense screen will appear

  • The system will default to display Suspense for the past 30 days.  You may change this default (by up to 999 days), then click Refresh List.

• You can sort or filter by any of the items in the header row (Date, By, Transaction, Action, etc...)

• You can also quickly view each suspense and a Description Preview by clicking on the activity line