Workflow: Adding, Editing, and Deleting Items in List Setup
Use the List Setup form to customize and manage the items appearing in list boxes throughout AMS360.
Items you can Set Up using List Setup
The following list setup types are available.
| Acquisition |
Identifies the method by which the Customer was acquired. Example: Another customer who facilitated the introduction. Used In: Business with Agency section of the Customer Setup. |
| Additional Interest Type |
Indicates the kind of interest an Additional Interest has in a policy. Example: An interest can be a Mortgagee, Loss Payee, Lien Holder, or Additional Named Insured. This type also applies to Certificate Holders. Selecting an Additional Interest Type limits the names in the Additional Interest list to those that are assigned to that type. Used In: Line of Business data entry forms: Certificates, Claims. |
| Agency Business Classification |
Used to create a personalized list to classify businesses. Example: Personal, Commercial, Life, Motor. |
|
Attachments |
Identifies the documents being sent with an application. Example: Photograph, Motor Vehicle Report, Bill of Sale, or Additional ACORD Forms such as Replacement Cost Worksheet and Premium Payment Settlement. Used In: Line of Business data entry forms Business Type. |
| Business Origin |
Identifies the method by which the Policy was acquired. Example: Transfer or Referral. Used In: Business with Agency section of the Customer Setup. |
|
Business Type |
Identifies the type of business for a premises on a Commercial Property application. Example: Non-profit, Cooperative. Used In: Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form. |
| Claim Contact Type |
Used to identify the category or type of contact for a claim. Example: Third Party Adjuster. Used In: Payment & Reserve section of the Claims data entry. |
| Claim Payment Type |
Indicates the type of payment being made for a claim. Example: Miscellaneous Expenses. Used In: Payment & Reserve section of the Claims data entry. |
| Company Personnel Position |
Used to create a list of personnel types typically found in Insurance, Brokerage, and Finance companies. Example: Underwriter, Claims Adjuster, and Download Specialist. Used In: Company Setup, Line of Business data entry forms. |
| Construction Type |
Identifies the type of construction for a premises on a Commercial Property application. Example: Poured Concrete, Steel. Used In: Rating Information in the Underwriting section of the Commercial Property Line of Business data entry form. |
| Coverage Option |
Lists coverage options for vehicles listed in the Line of Business data entry forms. Example: Extended Work Loss, Gainfully Employed, and Income Credit. Used In: Auto data entry forms. |
| Document Categories |
Indicates what type of document you are creating via Form Letters, Schedules, and Proposals. Example: Extended Work Loss, Gainfully Employed, and Income Credit. Used In: Auto data entry forms. |
| Document Types |
Indicates the type of documents you are saving in Doc360. Example: Census, Advisories, Application, Certificate. Used In: Activity Attachments, Doc360 Document Distribution, Doc360 Match Pending Attachments, Doc360 Search, My Documents view > View Options. |
| Driver Status |
Categorizes the status of residents (potential drivers) in a policy household. Example: Excluded, Non-Rated, and Unlicensed. Used In: Driver Information section of a Private Passenger Auto data entry form. |
| Driver Violations |
Lists types of tickets or accidents for a driver listed on a Personal Auto Policy. Example: DWI or Drugs, Careless Driving, and Vehicle Equipment Violation. Used In: Accidents/Convictions section of the Private Passenger Auto data entry form. |
| Entity Type |
Indicates the type of unit the insured represents. Example: Individual, Association, Corporation, Trust, Limited Liability Company. Used In: General Information section of the Customer data entry form, First Named Insured and Supplemental Names sections of the Policy data entry form. |
| Group Type |
Used to categorize or identify related activities. Example: Claim, Endorsement, New Business, Renewal. Used In: Activity > New, Activity > View, Activity View > View Options. |
| Heat Type |
Used to identify the type of heating in the home. Example: Electric baseboard, Electric Central forced-air. Used In: Rating/Underwriting section of the Location Information section of the following two forms: Homeowner data entry form, Dwelling Fire data entry form. |
| Kind of Loss |
Indicates the type of loss that occured on a claim. Example: Buglary, Collision, and Fire. Used In: Claims data entry forms, Claims Report. |
| Occupation |
Identifies the type of work the individual performs. Example: Law Enforcement, Technical. Used In: Drivers section of the Driver Information section of the Auto policy data entry form. |
| Personal Property |
Used to identify the types of property covered on a policy. Example: Bicycles, Coins, and Furs. Used In: Homeowners data entry form. |
| Position |
Employee position classification for Crime policies. Example: Accounts Payable Clerk, Night Manager. Used In: Positions section of the Classification section of the Crime Line of Business data entry form. |
| Relationship |
Used to indicate the relationship of a dependent or driver to the primary insured. Example: Non-related dependent, In-laws. Used In: Dependents section of the Customer data entry form, Drivers section of the Driver Information section of an Auto policy data entry form. |
| Subject of Insurance |
Identifies the unit(s) at risk insured at a particular location. Example: Antique Dealers, Building, and Accounts Receivable in Transit. Used In: Commercial Property data entry form. |
| Vehicle Body Type |
Categorizes the type of vehicle insured on a policy. Example: Two Door Sedan, Two Door Hatchback, and Two Door Liftback. Used In: Private Passenger Auto data entry form, Business Auto data entry form, Personal Umbrella data entry form. |
Accessing List Setup
You can access List Setup by either of the following:
Open the Administration Center. On the List Setup menu, select the list you want to modify.
From any data entry form that has a Toolbox menu, select Toolbox > System Administration > List Setup > [List Name].
Adding a List Item
The item's Code and Description are editable after and item is added and before it is saved. To add an item:
- Click New. The List data entry form appears.
- Enter a Code and Description for the item. The code must be unique within the list group.
- The Active check box is selected by default. Click Add.
- When you have finished entering list items, click Save or Save and Close.
- The item now appears in the appropriate list throughout AMS360.
Editing a List Item
The item's Code and Description can be edited after the item is added and before it is saved. If you have saved an item and do not want it to appear in the list, remove the Active check mark. Inactive items do not appear in the appropriate list throughout AMS360. To edit an item:
- From the list, select the item you want to change and click Edit. The item appears for editing.
- Modify the Code and/or Description and Active check box, if applicable. Click Update. The item and change appear in the list.
- When you are finished editing items, click Save or Save and Close.
Deleting a List Item
An item can only be deleted after it is added and before it is saved. If an item has already been saved, consider changing the status to Inactive. For more information on inactivating an item (hiding it in the list), see Editing an Item in this topic.
- From the list select the item you want to remove and click Delete. A message appears asking you to confirm the deletion. Click Yes.
- The item is deleted and disappears from the List.
- When you are finished, click Save or Save and Close.
What's Next?
Before you add, edit, or delete items from List Setup do you need to know more about this setup option? See List Setup for more information.