Activity and Suspense Setup

Use Activity/Suspense Setup to customize the list of Actions that appear on the Activity/Suspense data entry form. You can also specify the Checkpoints at which an Activity is required or a Suspense item is created.

  1. Access Administration Center.
  2. On the General Menu, click Activity/Suspense Setup.

You can edit Actions directly on the grid. Select or clear a check box. You can also click in the Suspense Days field and type a number.

Permanent

View Only. Displays an "X" for the permanent Activity/Suspense actions that come with AMS360.

Action

Enter the Action that you want to appear in the list in the Activity/Suspense form. The action must be unique.

Active

When selected, the Action is active and appears in the list in the Activity/Suspense form.

To inactivate an Action (does not appear in the list) clear the check box.

Inactivating an Action item does not affect previously entered Activities or Suspense that have used that Action.

Categories

Choose the AMS360 functions where this action is available. The options are:

  • Policy: Whenever logging an activity or suspense from the Policy data entry form or immediately upon closing the form.
  • Submissions: Whenever logging an activity or suspense from the submission data entry form or immediately upon closing the form.
  • Claims: Whenever logging an activity or suspense from the Claims data entry form or immediately upon closing the form.
  • Campaigns: Whenever logging a Campaign Response.

No. of Suspense Days

Enter the number of days to default for the suspense item using this action. This number automatically fills when the associated action is selected, but can be changed.

Example: For an action of Policy Change, you typically follow up two weeks after entering the change to see if it is received. So, for this action you enter 14 as the number of days to default for this suspense action in setup.

Once an Action is saved it cannot be edited. You can mark it as inactive by clearing the Active check box.

Permanent Actions have an "X" in the Permanent column of the Action list. AMS360 uses these Actions for automatic Activity or Suspense logging. For instance, in download or sales campaigns.

AMS360 also uses these permanent Actions when logging required Activity. For example, after entering a new policy the Activity/Suspense form appears and the default Action is New Business. Vertafore suggests you do not inactivate these Actions.

Checkpoints are pre-set by AMS360 and cannot be added to by your agency.

Checkpoint

View Only. The name of the data entry form for which an Activity Checkpoint can be set. If set, this means whenever this form is accessed, an Activity is required.

Active

When the Checkpoint is active and the standard rules apply:

  • If the Prompt Type is set to Silent, then the Require Activity check box is selected and disabled.
  • If the Prompt Type is set to Prompted, then Require Activity is optional. You can select the check box or leave it un-selected.
  • If a Create Suspense is selected for an Active and Silent checkpoint, then the Default Action for this checkpoint must have a valid number of Suspense Days set for it.

    To do this select the Action from the Action section and setup the appropriate number of Suspense Days for it.  You can then setup your active/silent checkpoint, with an automatic suspense, using this particular action as the default action.

Default Action

Choose the action that appears for this checkpoint. All Actions entered in the Actions setup appear in the list.

Prompt Type

Choose how you want the required activity logged. The options are:

  • Prompted: Choose this option to have the user see the Activity/Suspense data entry form. The user can then make changes and add text, if desired.
  • Silent: Choose this option to have the activity logged automatically without any intervention from the user. The user does not see the Activity/Suspense data entry form.
 

Available only with Required Activity. If you choose this option, then Require Activity is selected and cannot be changed.

Require Activity

Select this option to require an activity be logged when performing the selected task. The user cannot close the Activity/Suspense data entry form without saving the activity.

Create Suspense

Select this option in conjunction with the Suspense Days set in the Actions section of this data entry form.

You can create a silent suspense logging, which uses the number of days entered in the Actions section to log a suspense automatically without user intervention.

The following predefined Checkpoints are available in AMS360.

Checkpoint Active Default Action Prompt Type Require Activity Create Suspense

Claims

Off

Claim

Prompted

Y

N

Claims (Delete)

Off

Claim Deleted

Prompted

Y

N (Disabled)

Contact Book

Off

E-mail Out

Prompted

Y

N

Customer

Off

Customer Information

Prompted

Y

N

Dec Page View

Off

Dec Page

Silent*

Y

N

Download

On

Download

Silent*

Y

N (Disabled)

e-Form Binder Email

On

E-Forms Email

Prompted

N

N

e-Form Binder Print/Fax

On

E-Form Print/Fax

Silent

Y

N

e-Form Certificate Email

On

Certificates Sent

Prompted

Y

Y

e-Form Certificate Print/Fax

On

Certificate

Silent

Y

N

e-Form Change Request Email

On

E-Forms Email

Prompted

N

Y

e-Form Change Request Print/Fax

On

E-Forms Print/Fax

Silent

Y

Y

e-Form EPI Email

On

Evidence of Property Insurance

Prompted

N

Y

e-Form EPI Print/Fax

On

Evidence of Property Insurance

Silent

Y

N

e-Form LPR Email

On

Lost Policy Release

Prompted

N

Y

e-Form LPR Print/Fax

On

Lost Policy Release

Silent

Y

N

eForms Session (Add/Change/Delete) #

Off

eForms Session

Silent*

Y

N

eForms Session (View/Add/Change/Delete) #

Off

eForms Session

Silent*

Y

N

eForms Email

On

eForms Email

Prompted

Y

N

eForms Print/Fax

On

eForms Print/Fax

Silent

Y

Y

Form Letters (Multiple customer letters)

On

Form Letter

Silent*

Y

N

Form Letters (single customer letter)

Off

Form Letter

Prompted

Y

N

Invoice (Posting) - Center Billed only

Off

Invoice (Posting)

Prompted

Y

N

Invoice (Void)

Off

Invoice (Void)

Prompted

Y

N

Invoice Correction (Posting)

Off

Invoice Correction (Posting)

Prompted

Y

N

PL Rating

Off

Rating

Silent

Y

N

Policy (Delete)

Off

Policy Deleted

Prompted

Y

N

Policy (Entry/Change)

Off

(Current Policy Transaction Defaults)

Prompted

Y

N

Policy (View)

Off

View Policy

Prompted

Y

N

Schedule/Proposals (Multiple policies)

On

Schedules/Proposals

Silent*

Y

N

Schedule/Proposals (Single policy)

Off

Schedules/Proposals

Prompted

Y

N

Single Tran Export

Off

Link Export

Silent*

Y

N

Single Tran Import

On

Link Import

Silent*

Y

N

Submission (Delete)

Off

Submission Deleted

Prompted

Y

N

Submission (Entry/Change)

Off

(Current Policy Transaction Defaults)

Prompted

Y

N

Submission (View)

Off

Submission

Prompted

Y

N

TransactNOW Request

Off

TransactNOW Request

Silent

Y

N

*Indicates the only option available for this checkpoint.

# Only one of these options can be chosen as a logging checkpoint.

What's Next?

To add an Activity or Suspense for a customer see Activity/Suspense.

Related Topics Link IconRelated Topics